Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Future Is Now
By Timothy WelshLike a blast of icy water, the SS&C Deliver conference awoke advisors to a new world and showed them the need to adapt.
September 26, 2018
Ed Slott: Killing Stretch IRAs Would Be a 'Revenue Loser'"I don't agree that eliminating the stretch IRA would produce the billions in tax revenue that Congress thinks it will," the IRA specialist told ThinkAdvisor.
September 25, 2018
United Income Launches Total Wealth Return SolutionThe new solution simulates 81 different Social Security claiming strategies, among other functions.
September 19, 2018
What Policymakers Don't Get About Couples Who Retire TogetherSometimes, economists point out, husbands and wives have different needs and ideas.
September 18, 2018
7 Differences Between Roth and Traditional IRA InvestorsThe two types of IRAs tend to be held by different groups of investors with different needs.
September 18, 2018
Most Americans Have $0 Saved for Retirement: NIRSThe National Institute for Retirement Security examines the retirement account balances, or lack thereof, for all working-age individuals.
September 17, 2018
Social Security COLA Estimate Revised Below 3% for 2019A slowing trend in the monthly inflation index used to calculate the COLA is behind the lower estimate.
September 17, 2018
Trump Order on MEPs, RMDs Expands Retirement OptionsIf the changes are adopted, a potentially valuable strategy could emerge for small-business owners while RMD planning would change dramatically.