Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Early Retirement Aligns With Early Death, Study Finds
By Emily ZulzA new report finds an increase in male mortality immediately after age 62, which is when Social Security eligibility begins.
December 29, 2017
A Top UBS Advisor Looks Ahead to 2018Barron's top advisor Jonathan Murray and UBS senior lobbyist John Savercool talk to ThinkAdvisor about post-tax reform investment opportunities and the regulatory landscape.
December 28, 2017
What Makes the US Retirement System a Bad ExampleA Dutch pension fund manager shudders at the thought of individuals doing it all themselves.
December 28, 2017
Kentucky Pension Sues Over ‘Black-Box’ Hedge FundsInvestments failed to deliver on any of their promises, the lawsuit alleges.
December 28, 2017
IRS Advice on Property Tax Prepayment Causes Widespread ConfusionGiven the confusion, should taxpayers in high-tax states prepay their local property taxes? Here are three points to consider, according to tax experts.
December 27, 2017
Small Businesses Overpaying for 401(k) Plans: StudyThese 533,000 small plans are overlooked by many trend studies, America's Best 401k says.
December 27, 2017
New York State May Set Its Own Best-Interest StandardRegulators could build the standard into the existing annuity suitability regulation.
December 22, 2017
Trump Signs $1.5T Tax Cut in First Major Legislative WinSigning had been delayed until Congress passed spending bill; law slashes corporate tax rate to 21% from 35%.