Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Plan Participants Need Professional Advice: Survey
By Bernice NapachThe latest Wells Fargo/Gallup Investor and Retirement Optimism Index found that non-retirees especially would like advice on how to optimize their Social Security benefits and income in retirement.
April 10, 2018
SEC Halts Multimillion-Dollar Ponzi Scheme Targeting SeniorsThe perpetrators used some of the funds for country club memberships, travel and entertainment.
April 09, 2018
Pass-Through Tax Planning to Boost New QBI Deduction ValueNot all business owners who have qualified business income are treated equally—meaning that higher income clients who own service businesses may need to engage new strategies.
April 09, 2018
Lack of Understanding About Investment Risk Threatens Retirees, WorkersOver half of pre-retirees surveyed describe their primary investment strategy as focused on growth.
April 06, 2018
Debt Hampers Workers' Retirement Savings: LIMRALIMRA study shows indebted millennials are least likely to save outside the workplace.
April 05, 2018
13 Big Fund Firms to Report Active Share to All Investors After NY ProbeNew York's attorney general says the change can help investors since the DOL fiduciary rule is no longer being enforced for retirement savings.
April 03, 2018
Ibbotson: Can Fixed Indexed Annuities Beat Bonds in Retirement Portfolios?Ibbotson has published a paper showing the effects of substituting FIAs for all or part of a long-term bond allocation.
April 03, 2018
Fidelity Files for No-Fee International Index Fund, Cuts Other FeesThe Flex International Index Fund will be free in 'certain fee-based accounts,' including retirement accounts.