Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Trump Order on MEPs, RMDs Expands Retirement Options
By Robert Bloink and William H. ByrnesIf the changes are adopted, a potentially valuable strategy could emerge for small-business owners while RMD planning would change dramatically.
September 11, 2018
3 Tips for Preparing Clients to Spend Their Retirement Savings"Decumulation" shouldn't be a word that clients are introduced to on their 65th birthdays.
September 10, 2018
5 Quick Facts About Millennials' Retirement SavingsGuideline 401(k) studied 5,400 millennials and their savings habits.
September 10, 2018
Betterment Offers Stage-of-Life Advice PackagesA menu of financial packages offer quick and relatively inexpensive plans and advice from CFPs.
September 10, 2018
Younger Workers Favor Target Date Funds: StudyTDFs' heavy equity focus for early-career employees attracts younger investors, a report from EBRI and ICI says.
September 05, 2018
What Trump's Order on RMDs, MEPs Can and Can't Do"Father of 401(k)s" Ted Benna, Andy Friedman and others weighed in on what to expect from Trump's directive.
September 04, 2018
The Growing Gap in Social Security BenefitsA new report from the Center for Retirement Research explains why higher income earners collect more Social Security benefits than lower income earners.
September 04, 2018
Clients Are More Recession-Proof Today Than in 2008: Advisor SurveyA Nationwide survey explores how investors have changed and how advisors have shifted to meet their needs.