Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Life Insurance Health Care Savings Bank
By Robert Bloink, William H. ByrnesBecause HNW clients are unlikely to ever qualify for means-based Medicaid coverage, a strategy for covering these expenses can be even more important.
September 12, 2017
California Governor Signs Annuity Cash Surrender BillThe state law created by A.B. 1398 will set procedural rules for annuity cash surrenders.
September 12, 2017
After-Tax 401(k) Contributions: How Do They Stack Up?Most clients dont fully understand the rules governing after-tax contributions and may mistakenly be equating this option with the Roth option.
September 12, 2017
4 Basic Retirement Income Risks to ManageThere are plenty of things your clients can worry about. Heres what they must worry about.
September 11, 2017
Morningstar’s August Winners & LosersClose to 50 mutual funds get new analyst ratings from the research firm, while 95 have their ratings affirmed.
September 11, 2017
What Workers Want, and Aren’t Getting, From Their 401(k) PlansA new survey from Betterment for Business finds that many plan participants want a lot more service than their plans provide.
September 11, 2017
Required Minimum Distributions and an Account Holder’s DeathIRC Section 401(a)(9) spells out the rules that govern what happens to the account value.
September 11, 2017
Brighthouse Leaps Into the Annuity FutureCEO Eric Steigerwalt tells ThinkAdvisor which annuities are the most popular and what's in store for the new MetLife spinoff.