Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Community Property: When Federal-State IRA Rules Collide
By Robert Bloink, William H. ByrnesSorting out the state community property rules and IRS rules on beneficiary designations in retirement accounts.
September 26, 2016
Finke: Keys to Retirement Planning in a Low-Yield WorldItd be nice to believe market returns will be as high in the future as they were in the past. Science suggests they wont.
September 26, 2016
Income Annuities in a Low-Rate Environment? You Bet!In addition to interest rates, Scott Stolz says it's worth considering the regular return of principal and mortality credits.
September 26, 2016
As U.S. Workers Struggle With Retirement Planning, Most Yearn for Advice: TransamericaBaby boomers, Gen Xers and millennials face separate but significant challenges when it comes to saving for retirement.
September 26, 2016
Top Portfolio Products: First Trust, Amplify and Van Eck Introduce ETFsNew ETFs include sector and dividend-paying stock funds as well as municipal bond funds.
September 23, 2016
4 SEC Exam Priorities Advisors Need to Know: Brian HamburgerThe MarketCounsel CEO highlights the exam priorities that the SEC has shown by their actions, not by their words.
September 21, 2016
Investors Want Help, but Fear Being ‘Ripped Off’ by Advisors: SurveyLatest Hearts & Wallets poll finds many investors wanting to save more but mistrusting financial professionals.
September 21, 2016
Top 5 Money Habits of Happy Couples: Ameriprise StudyWhile 68% of couples say they communicate well about their finances, 31% admit they argue about money at least once a month.