Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Closing the Retirement Plan Contribution Gap
By David LaMartinaAdvisors can prepare their female clients for higher incomes and lower longevity risk in retirement by helping them planning beyond their employer 401(k)s.
October 26, 2017
10 Things About RMDs You Need to KnowRetirees who misunderstand RMDs could be in for some pretty unpleasant and expensive surprises.
October 25, 2017
Putnam CEO Faults 401(k) Shift as ‘Tax Gimmick’ Hurting the PoorRobert Reynolds and Thomas Marra suggest that tax breaks have something to do with retirement savings.
October 23, 2017
Helping Widowed Clients: Considerations for Advisors Working With Grieving WomenOdds are women can expect to outlive their husbands by few years, and advisors can work with them early on to plan for that possibility.
October 20, 2017
Annuitization Push May Favor Insurers Over AgentsGAO analysts talk about the risks of letting workers find their own advisors.
October 17, 2017
Workers Favor Stock Market for Retirement Savings: Wells FargoA majority of workers feel confident about retirement, but many face lower living standards, Wells Fargo reports.
October 12, 2017
Making the Most of Married Clients’ Assets and Income StreamsAdvisors can guide partners to strategically coordinate investments and distributions, leveraging the money each has made better than either could have done alone.
September 27, 2017
Financial Worries Dampen the ‘American Dream’According to a survey, 64% of Americans now view financial success simply as not living paycheck to paycheck.