Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Senate Tax Cut Bill No Longer Taxes 401(k) Catch-Up Contributions
By Bernice NapachThe bill, being marked up in the Senate Finance Committee, also reinstates nonqualified deferred comp plans.
November 14, 2017
11 Facts to Know About Catch-Up ContributionsAs the Senate debates removing tax incentives for extra retirement savings, here are 11 facts to consider about catch-up contributions to retirement plans.
November 13, 2017
‘Mini-Rothification’ of 401(k)s Could Be Added to Tax BillRetirement industry lobbyist Brian Graff blasted a proposal to apply Roth treatment to all catch-up contributions.
November 10, 2017
Auto-Features in 401(k)s May Foster Delusions of PreparednessAutomatic features in retirement plans may actually give employees the wrong impression about savings rates and their own preparedness, a new report says.
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.