Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
20 Wealthiest US Olympic Athletes in Rio
By Kristen BeckmanSome of the athletes seeking gold this month already have a bit tucked away.
August 08, 2016
The Post-70 ½ Retirement Plan Contribution RulesA client may wish to continue contributing to retirement past the age when RMDs begin, but cannot always contribute after reaching age 70 .
August 05, 2016
Worry Over 401(k) Fees Rises as Lawsuits IncreaseRetirement plan advisors find themselves in a litigious environment as the number of lawsuits filed and settlements made regarding 401(k) plans increases.
August 05, 2016
Another Way to Look at Robo-Advisors: The Doctor AnalogyWhen you were sick, wonders Exceed Investments Joe Halpern, have you ever gone to a robo-doctor?
August 04, 2016
10 Best States for Paying Off Student DebtPost-college success depends on numerous factors, including where a graduate chooses to put down roots, WalletHub says.
August 04, 2016
Restructuring minimums can help new and seasoned agentsSmall clients represent an optimal training opportunity for new agents.
August 03, 2016
Millennials Doubt They Can Save $1 Million for RetirementMany are making less than $30,000 or paying off student debt, but most are still saving, a Wells Fargo survey found.
August 02, 2016
Clinton vs. Trump: 2 Wildly Different Tax, Economic PlansMoodys economist Mark Zandi analyzes how the candidates plans on taxes, trade and immigration would affect the economy.