Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
IRA Rollover Traps Lurk Under DOL Fiduciary Rule
By William H. Byrnes, Robert BloinkAdvisors must proceed with caution when discussing a clients existing retirement assets to comply with the rule or avoid its application entirely.
August 04, 2017
Don’t Think Retirement Plans Are Safe From Tax ReformThe tax break on contributions to qualified retirement plans is still an attractive source of revenue to an administration needing a win on tax reform.
August 03, 2017
Isn’t It Really a Longevity Crisis?What we call the retirement crisis is actually the much larger problem of not being prepared to live longer.
August 01, 2017
Managing Medicare: Tips and Tricks to Minimize CostsPostretirement health care costs can be huge, but there are steps that can be taken to reduce the cost of Medicare coverage.
August 01, 2017
Judge Hammers DOL on Fiduciary Rule’s BICEIm sort of befuddled about why this whole hornet's nest was created, a judge on the three-judge panel said.
July 31, 2017
New Report Suggests Fixes to LTC Financing ChallengeFinancing of LTC continues to plague lawmakers as people live longer and the number of dementia cases continues to skyrocket.
July 31, 2017
Fidelity Trims Index Fund Fees, Challenging VanguardThe firm cuts total expenses by nearly 10 basis points in move to capture more passive-investor assets.
July 31, 2017
Fed's Fischer Warns Political Uncertainty Hurts Economic GrowthLong-term trends hold down global rates, and lack of clarity on heath care and taxes erodes business confidence, the Fed vice chairman says.