Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Talk to Clients About Social Security or Risk Losing Them
By Bernice NapachA Nationwide study shows why advisors should help plan Social Security strategies and the risks they run if they don't.
April 30, 2018
2018 IA 25 Politics, Regulation & Compliance WinnersHere are 2018 IA 25 top vote getters in field of politics/regulators/compliance.
April 27, 2018
10 States With the Most Social Security RecipientsCutting Social Security payments could potentially have a greater impact on these state economies.
April 26, 2018
AARP, States File for Rehearing of DOL Fiduciary CaseThe retiree group said it intervened to protect retirement investors because the Labor Department most likely wouldn't.
April 24, 2018
Tax Law Surprise: A SEP IRA Upgrade for Service Pass-ThroughsOwners of service-oriented small businesses may find that the new tax law actually reduces taxable income for retirement plans.
April 24, 2018
How to Avoid a Retirement DisasterGE's employees took a catastrophic hit to their retirement savings. It could have been avoided.
April 23, 2018
Women Face Different Life Journeys and a Huge Wealth Gap: Merrill, Age WaveThe gender wealth gap between men and women at retirement age may be more than $1 million, Age Wave finds.
April 23, 2018
Pershing Launches New Retirement Plan Oversight Tool: Portfolio ProductsVestwell Partners also introduced a new retirement platform and Harvest added a new hub for practice management.