Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
11 Facts to Know About Catch-Up Contributions
By Nick ThorntonAs the Senate debates removing tax incentives for extra retirement savings, here are 11 facts to consider about catch-up contributions to retirement plans.
November 10, 2017
4 Ways Senate Tax Bill Hurts Retirement PlansCapping an important benefit for the highest earners sets a dangerous precedent, says ARA's Brian Graff.
November 09, 2017
Lessons for Advisors From a Bus TourThe American Century/Investopedia tour, covering six cities in five states, found that advisors should focus more on financial planning than portfolio management to attract clients.
November 09, 2017
Millennials Want Their Financial Advice Right Now, and It Better Look PrettyAt a conference, Ron Carson talked about losing a billion-dollar client's millennial heirs to an advisor more attuned to their needs.
November 09, 2017
Securities America Nabs $1.7B OSJ From National Planning Corp.Two Ladenburg Thalmann-owned BDs have landed billion-dollar groups.
November 08, 2017
4 Retirement Plan-to-IRA Rollover Situations to Think AboutThis may be your bread and butter ... but how much do you really know about the butter?
November 08, 2017
80% of Millennials Want Professional 401(k) Advice: SchwabMillennials are more confident than older investors about making financial decisions, but they are also open to advice, Schwab found.
November 07, 2017
2018 Social Security COLA to Be Wiped Out by Medicare Premium HikeMost or all of the 2% COLA will be spent on the expected increase in Medicare premiums, according to The Senior Citizens League.