Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Target-Date Funds Are 'Yesterday's Technology,' Says Stadion's Doherty
By Emily ZulzStadion president and CEO Jud Doherty thinks every 401(k) plan will include a managed account option within 10 years.
October 18, 2016
Tiny Social Security COLA to Pinch Seniors as Medicare Costs SurgePayments could rise just $5 a month in 17 versus the $150 seniors have lost with low inflation, says one group.
October 17, 2016
Top Portfolio Products: A Whiskey and Spirits ETF; Target Date App for DC PlansWSKY invests in global companies that earn much or some of their revenue from the production of alcoholic beverages.
October 14, 2016
For Pre-Retirees Delaying Social Security Benefits, New Tools May Help Fill IncomeLifeYield enhances its Social Security Advantage platform to help advisors replace income when clients delay Social Security benefits.
October 13, 2016
Half of Americans ‘Very’ Confident in Meeting Retirement Goals: SSGARetirement savers confidence remained stable in 2016 after a big jump in 2015, an SSGA retirement survey found.
October 13, 2016
Coordinate Retirement Withdrawal Strategies to Generate Most IncomeAdvisors can raise the bar on Social Security advice by coordinating clients account withdrawals and claiming strategies.
October 12, 2016
The Cost of Investing Too Conservatively for Retirement: Wells Fargo SurveyA Wells Fargo survey finds that 59% of workers are focused more on avoiding loss than maximizing growth in their retirement investments.
October 12, 2016
9 Key Things Next President Should Do to Fix Economy: BrookingsAlthough the economy hasnt always been the focus of this campaign, it will be among the most important challenges for the next president.