Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
These Are Millennials' Top 3 Financial Goals: Survey
By Michael S. FischerHomeownership doesn't make this list.
February 21, 2020
More Retirement Investors Are Diversifying Their Portfolios: StudyMeanwhile, participation in defined contribution plans is growing, Principal Financial reports.
February 19, 2020
Secure Act's New Retirement Plans: MEPs, ARPs & PEPsNext year, small-business clients will have even more options for providing retirement benefits to employees.
February 13, 2020
Record Number of Millionaires in Fidelity 401(k) Plans, IRAsAverage balances hit record highs, due not only to the bull market but plan design and better participant habits.
February 10, 2020
Trump's Budget Would Raise College Costs for Most BorrowersThe proposal kills subsidized student loans and makes changes to repayment programs.
February 10, 2020
What Pre-Retirees Worry About as Retirement ApproachesMost retirees are worried about how they are going to combine their various income streams, Schwab reports.
February 07, 2020
Human Capital: Ed Slott Tackles Thorniest Secure Act ProvisionsIn episode #8 of our Human Capital podcast, Slott jumps into the stretch IRA changes, and why the law sets up an "emergency estate planning revision."
February 04, 2020
How to Avoid the Secure Act's Long-Term Tax TrapsOne potential trap: Later RMDs may lead to a bigger lifetime tax bill.