Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
9 Ways to Save on Taxes in Retirement
By Marlene Y. Satter, BenefitsProNo matter how much your clients have saved for retirement, a tax break will help them stretch every retirement dollar.
December 19, 2016
Ex-Prosecutor Emerges as Top Trump Pick for SEC ChiefLike Mary Jo White, departing in January, Debra Wong Yang was a federal prosecutor, but Yang has no securities experience.
December 19, 2016
Natixis Plans First Target-Date Suite Focused on ESG: Top Portfolio ProductsIn other product news, Hartford Funds reduces fees on four of its strategic beta ETFs.
December 16, 2016
CEOs’ Retirement Stashes Seen Flourishing Under Trump Tax CutsCEOs are poised to collect an additional retirement windfall if President-elect Donald Trump succeeds in cutting the taxes of the highest U.S. earners.
December 14, 2016
DOL Fiduciary Rule's Fate: 3 Possible ScenariosEven if the Trump administration decides to delay or withdraw the rule, rollovers will continue to be a focus of regulators, attorney Fred Reish says.
December 14, 2016
Optimizing Clients’ Charitable Giving This SeasonClients portfolios have done well this year, so charitable giving seems appropriate. But whats the best way to practice philanthropy?
December 13, 2016
6 Economic Predictions for 2017: SIFMAThe forecast begins to reflect peoples expectations of fiscal and trade policies under the Trump administration.
December 13, 2016
4 Top Ways Workers Use Company Stock Plan Funds: FidelityFidelity poll finds employees often overlook this workplace benefit.