Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Comments Flood In on DOL Fiduciary Rule Delay
By Melanie WaddellMeanwhile, the D.C. Circuit published the schedule for NAFAs appeal of a judge's refusal to stop the rule.
March 06, 2017
Mixing Medicare and IRAs to Build Client Tax SavingsReducing income by making qualified charitable distributions from an IRA can provide a health care financing solution for some clients in retirement.
March 02, 2017
Stretch Veterans’ Long-Term Care Savings With an A&A PensionAdvisors serving veterans with extended LTC needs may want to consider an immediate annuity to help them qualify for a supplemental pension through the VA.
March 01, 2017
Industry Weighs In on DOL Plan to Delay Fiduciary RuleThe 60-day delay will let DOL "review the rules impact ... while providing firms additional time to prepare for potential changes," says SIFMA's Bentsen.
March 01, 2017
19% of Households Are ‘Not Worried Enough’ About RetirementA significant share of Americans need a better assessment of their retirement income needs, according to a report from Boston College's Center for Retirement Research.
February 28, 2017
Democrats and Republicans Alike Worry About Retirement SecurityA majority of Americans say pensions are better for retirement security than 401(k) plans, NIRS found in a survey.
February 27, 2017
The Almost ESOP Small-Business Succession StrategyAn ESOP alternative using a modified DB plan structure may provide a viable option for small-business owners trying to transition the company (and minimize taxes).
February 27, 2017
For Self-Employed Workers, Retirement Is FlexibleSelf-employed Americans value flexibility in their work and are looking for that same quality in their retirement, according to a study.