Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Women Face Different Life Journeys and a Huge Wealth Gap: Merrill, Age Wave
By Michael S. FischerThe gender wealth gap between men and women at retirement age may be more than $1 million, Age Wave finds.
April 17, 2018
New SEC Ad Promotes Background Checks of Investment ProfessionalsMore than 9 million new users have used Investor.gov since it launched in October 2009.
April 16, 2018
The Backdoor Roth IRA: Investing Rules of the BackroadsHere's a workaround for higher income clients who are technically barred by IRS income limits on Roth contributions.
April 16, 2018
Advisors See HSAs as OpportunityAren't HSAs the purview of benefits brokers? Not anymore.
April 13, 2018
Investor Enthusiasm Takes a Beating in Q2: E-TradeAmong 947 self-directed active investors, bullish sentiment fell to 52%, down 16 percentage points from the first quarter.
April 12, 2018
Top 15 Cities Where Retirees Can Live Longest on $1 MillionGoBankingRates looked at the annual expenditures for someone 65 or older and the cost of living for each city.
April 11, 2018
Get Ready for Deeper, Longer Bear Markets in Stocks: David AderBaby boomers control most of America's wealth but have neither the time nor mindset to recover from slumps.
April 10, 2018
Is Census Data Skewing the Retirement Picture?Under-reporting of savers feeds the narrative that there's a retirement crisis, ICI says.