Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Lipper Names Top Fund Managers of 2017
By Janet LevauxA variety of groups top the overall categories, but two groups dominate in target date allocation.
March 23, 2017
Advising Clients on Social Security: Talking Points, Part 4In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
March 23, 2017
Investor Optimism Climbs to 16-Year High: Wells Fargo/GallupThe last time investors were so optimistic in this survey was November 2000, when the tech boom was ending.
March 22, 2017
Advising Clients on Social Security: Talking Points, Part 3This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the Three-Legged Stool.
March 22, 2017
Labor Nominee Vows to Toe Trump Fiduciary LineCriteria set out in Trump order really regulates and determines the Department of Labors approach to the fiduciary rule, R. Alexander Acosta told senators.
March 22, 2017
Two in Five Americans Say They’ll Need $1M to RetireA new survey finds our expectations at odds with the financial reality of todays retirees.
March 22, 2017
Trump Education Department Now Allows Big Collection Fees on Defaulted College LoansThe new guidance affects loans from lending institutions made before the feds took over the student loan program in July 2010.
March 22, 2017
Qualified Longevity Annuity Contracts and Retirement PlanningThe experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.