Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
More DC Plans Offering Lifetime Income Options, Including Annuities
By Bernice NapachThis is the key takeaway from a new survey of defined contribution plans conducted by Willis Towers Watson.
August 23, 2019
Employee Savings Rates Hit Record in Q2A study from Fidelity says millennial ownership of IRAs increased by 20% year over year.
August 23, 2019
Advised DIY Clients' Balances Way Ahead of Non-Advised Clients': StudySchwab report finds much bigger allocations to mutual funds and ETFs in advised accounts.
August 21, 2019
Advisors' Advice: Top 11 Retirement Planning Questions Clients Ask"When can I retire?" "Will I have enough?" Advisors told us how they answer these questions and more.
August 20, 2019
Deferred Income Annuities: Loved by Economists, Ignored by InvestorsA Brookings paper explains how these products make longevity insurance relatively cheap and says new legislation could make them more popular.
August 14, 2019
Advisors Less Worried About Social Security Cuts Than Their Clients: SurveyThe American College survey focused on advisors certified as retirement income specialists.
August 09, 2019
Fidelity Expands Student Debt Benefit ProgramThe new options are part of a growing trend tying workplace benefits to repayment of student loan debt.
August 08, 2019
Fixed Indexed Annuities Stage a ComebackRIAs are becoming more active in the market for FIAs, which are rebounding after the demise of Labor's fiduciary rule.