Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Growing Gap in Social Security Benefits
By Bernice NapachA new report from the Center for Retirement Research explains why higher income earners collect more Social Security benefits than lower income earners.
August 31, 2018
Trump Orders Review of 401(k) Withdrawal Rules, New Rules for MEPsThe president's plan aims to reduce "regulatory barriers" to MEPs; it also seeks a review of RMDs.
August 31, 2018
How RMD Rules Influence IRA Withdrawals: EBRIA sizable number of IRAs have "extreme allocations" to equities.
August 31, 2018
Trump Expected to Order Review of 401(k) Withdrawal RulesAn executive order expected today will instruct Treasury to revisit the requirement for withdrawals by age 70 1/2.
August 31, 2018
5 Worst House Districts for Extra Retiree IncomeIn these commuities, few older people have pension or annuity income.
August 30, 2018
House to Vote on Bill Requiring Annual Counseling for Student Loan BorrowersThe legislation is designed to improve "the timing, frequency, and content of financial counseling," according to co-sponsor Rep. Bonamici.
August 30, 2018
Merrill to Bring Back Commissions in Retirement AccountsMerrill has been tinkering with the ban, enacted in response to the DOL fiduciary rule, as the regulatory winds have shifted.
August 28, 2018
Are Plan Advisors Overpaid? Ted Benna Says Yes"Father of 401(k)s" discusses five changes he would make to today's retirement plans, and one is to cut fees.