Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
IRI Backs 401(k) Mandate for Employers
By Nick ThorntonThe Insured Retirement Institute is throwing its weight behind legislation that would require all but the smallest employers to sponsor 401(k) plans.
February 20, 2018
ABLE Accounts Get Boost Under New Tax LawThe Tax Cuts and Jobs Act includes two provisions that enhance ABLE accounts for the disabled.
February 20, 2018
Future Retirees Will Be More Vulnerable to Market Shocks: CRRRetirees financial fragility increases as they depend more on financial assets for income, the Center for Retirement Research reports.
February 20, 2018
10 Top Luxury Retirement CommunitiesIf your high-net-worth clients are looking for somewhere to stay active and enjoy retirement, these locales may fit the bill.
February 16, 2018
5 Key Tax Issues for Families in New Tax LawThe Tax Act makes a number of changes that may be significant for taxpayers who support children or other dependents.
February 14, 2018
4 Ways Persistent Low Returns Affect Retirement Behavior: NBERA new NBER paper examines how the low interest rate environment can change retirement decisions.
February 13, 2018
Household Debt Rises for Fifth Year in a Row: NY FedCredit card debt had the biggest percentage increase in the fourth quarter, and student loan debt showed the biggest jump in serious delinquencies.
February 12, 2018
Riskalyze Rolls Out Retirement Solutions: Portfolio ProductsIn other product news, Metaurus Advisors and Franklin Templeton add new ETFs.