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.
Assets or income: What do retirees need?
By Ed McCarthy, CFP, RICPWhats the correct goal of retirement planning: accumulating assets, building income streams or both?
November 12, 2014
Why Disclosures Don't WorkMost retirement plan participants have no clue how much they're paying in fees, despite DOL's fee transparency rules. So why should brokers' disclosures work better?
November 11, 2014
How to use an IUL as tax-free retirement savings strategyA properly designed, Indexed Universal Life Insurance (IUL) policy offers tax advantages no other single product can provide.
November 05, 2014
How to live large when the nestegg is emptyA recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.
November 03, 2014
5 ways advisors can help employers improve their 401(k) plansOnly 49 percent of 401(k) or similar plan sponsors say they extend eligibility to part-time workers to save in their plan.
November 01, 2014
Millennials blame student debt for poor retirement savingGuilt for not putting more toward retirement savings is also weighing on millennials.
October 31, 2014
Most Parents Financially Support Adult ChildrenAbout 60% of parents are supporting their adult children financially, a LIMRA report found.
October 30, 2014
LIMRA: Most parents financially support adult childrenParents are most likely to help pay for cell phones/mobile service, rent/mortgage, college expenses and entertainment.