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.
Roth IRAs: A Strategic Tool in Estate Planning
By Herb WhiteAs life expectancy increases and baby boomers retire in record numbers, more middle-class Americans are creating or revising wills and living trusts to leave as much as possible to their loved ones. As an advisor, you
September 01, 2008
Target-Date Funds Highlighted in Recent Putnam 401(k) SurveyA study of more than 150 advisors who focus on the retirement marketplace has revealed the key criteria in the selection of qualified default investment...
August 31, 2008
How Advisors Can Capitalize On PPA's Advice ProvisionsThe 2006 passage of the Pension Protection Act opened the door for defined contribution plan sponsors to offer investment advice to participants.The act's safe harbor ...
August 31, 2008
How Advisors Can Capitalize On PPA's Advice ProvisionsThe 2006 passage of the Pension Protection Act opened the door for defined contribution plan sponsors to offer investment advice to participants.The act's safe harbor ...
August 14, 2008
Retirement saving increasesA study by Fidelity Investments found that despite economic pressures, Americans are saving more for retirement in 2008. The average pre-tax contribution to 401(k) accounts...
August 14, 2008
Fidelity: Workers Contribute More To DC PlansDespite the current market volatility, workers at private U.S. employers may be contributing more to workplace retirement savings plans.Fidelity Investments, Boston, says the average contribution ...
August 12, 2008
Savings rate increases$4.5 trillion - Total assets in defined contribution plans in 2007, up from $4.1 trillion in 2006. $116 billion - Average inflows into IRAs...
August 04, 2008
Curian: Advisors See Hollow Nest EggsFinancial advisors are not optimistic about their clients' prospects of enjoying a comfortable retirement.About 90% of the advisors say 80% of the clients have too ...