Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
7 Keys of Secure Act's Annuity Safe Harbor in Retirement Plans
By Robert Bloink | William H. ByrnesMore clients are likely to see an annuity option in their 401(k) in the near future, so it's important they know what to watch out for.
March 10, 2020
How Selling Into a Market Rout Can Ruin Retirement SavingsSome of the best trading days occur near the worst ones, J.P. Morgan Asset Management says.
March 10, 2020
Your Retiring Client: Addressing Longevity RiskHelping a client find income to cover living costs in retirement is challenging, yet offers an opportunity to demonstrate your value.
March 10, 2020
How Big a Market Drop Does It Take to Spook Retirement Investors?MagnifyMoney surveyed investors to see when, or if, they would sell their stocks in a falling market.
March 10, 2020
A Big IRA Question: Do I Change the Beneficiary Post-Secure Act?The potential for a big tax hit in year 10 means that IRA account owners should revisit their beneficiary designations now.
March 09, 2020
Trump Floats Payroll Tax Cut to Bolster Economy After Market PlungeTrump said that he plans to announce "very dramatic" actions to support the economy Tuesday afternoon.
March 09, 2020
Are Your Clients Buckled Up for Market Chaos?Here's how to help your clients overcome their fear of the unknown.
March 03, 2020
Advisor With Autism Helps Autistic Clients Navigate a 'Whole Other World'Andrew Komarow tells ThinkAdvisor about being diagnosed at 27 and using his strengths to help his clients.