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.
‘The 4% Rule Has Not Worked Out So Well:’ Pfau Answers Five Good Questions
By Bob SeawrightEconomist Wade Pfau is concerned that retirees are going to find that the 4% rule is unsustainable
April 14, 2011
ASPPA, NTSAA Oppose SEC Municipal Advisor ProposalASPPA and the NTSAA say a U.S. Securities and Exchange Commission municipal advisor regulation proposal exceeds the intent of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
April 07, 2011
Study: Boomers aren't Pursuing Tax-Advantaged Retirement Saving StrategiesAmericans age 45 and older with low incomes are less likely than wealthier peers to participate in a 401(k) or other retirement plans that could reduce their taxes or provide tax-free income.
April 01, 2011
New Putnam Web Tool Spurs 401(k) Savings Rate RisePutnam Investments released a survey Thursday which found that over one-third of 401(k) participants have changed their deferral rate, and of those, 80% increased their savings rate.
April 01, 2011
The Annuity ImperativeRetirees and near-retirees often wonder whether they should purchase an annuity to provide sustainable lifetime income — in effect, a guaranteed…
March 30, 2011
Wake up, middle marketIt's been several weeks since I last blogged about "scary retirement statistics," so I think it's time for another batch of them.
March 30, 2011
Wake up, middle marketIt's been several weeks since I last blogged about "scary retirement statistics," so I think it's time for another batch of them.
March 22, 2011
DOL’s Phyllis Borzi: Women in Wealth ProfileAt the helm of the Department of Labor’s Employee Benefits Security Administration, an activist reshapes the future for all of us.