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.
Don’t overlook opportunities with middle-market households
By LIMRAMore than 80 percent of middle-market households have assets in a retirement plan or an IRA.
April 01, 2014
Retiring abroad: Saving money, finding adventureAuthors of a new book on retiring abroad show how retirees can save hundreds of thousands of dollars and enjoy a high-quality life overseas.
March 31, 2014
Roth IRAs for High-Income ClientsRoth IRAs usually do not make it into a higher-income client's retirement planning playbook.
March 31, 2014
Provide real value to your clientsAsk your clients great questions, like how prepared they would be for an extended time without an earned income.
March 31, 2014
Provide real value to your clientsAsk your clients great questions, like how prepared they would be for an extended time without an earned income.
March 31, 2014
COLI remains key vehicle in executive comp plansParticipation rates in NQDC plans were highest for firms that offered a company match.
March 28, 2014
Despite Their Financial Power, Women Save Less Than Men: MerrillWomen tend to accumulate less than men in retirement savings despite the fact that they now enjoy more financial power than ever, says Merrill Lynch.
March 27, 2014
Your Clients Are Getting Older. So What?The risk to financial planners of aging clients may be overstated if you look at mortality numbers and do the math on safe withdrawal rates.