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.
6 key facts that can help advisors capture a piece of the substantial mass-affluent market
By Peggy BresnickThe mass-affluent consumer represents an underserved market worth a second look as they can be a lucrative market for retirement advisors.
July 12, 2016
Is a traditional or Roth 401(k) better?A new study used software to simulate the optimal saving strategies for a million retirement scenarios over the next 30 years.
July 11, 2016
Alicia Munnell Examines 6 Ways to Boost Retirement SavingsThe Bipartisan Policy Center lists some ideas, but one proposal in particular "severely limits the usefulness of the document," retirement scholar Munnell says.
July 11, 2016
Mix Roth, Traditional 401(k)s for Better OutcomesEver since Congress created Roth accounts, savers have faced this quandary: Roth or traditional?
July 08, 2016
Millennials and Attorneys Make the Same 4 Financial MistakesMany successful people cannot dedicate the time required to handle finances well, but these four mistakes are easily avoidable.
July 08, 2016
Confused about the DOL rule? Here are answers to 15 questions"Reasonable compensation is one of the most important (and nebulous) terms in the U.S. Department of Labor fiduciary rule and best interest contract exemption.
July 08, 2016
Confused about the DOL rule? Here are answers to 15 questions"Reasonable compensation is one of the most important (and nebulous) terms in the U.S. Department of Labor fiduciary rule and best interest contract exemption.
July 05, 2016
4 ways to sell FIAs to affluent millennialsAffluent millennials are a new class of customer, and there are many opportunities for advisors to grab their attention.