Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
3 IRA Transactions Exempt From DOL Fiduciary Level Fee Rule
By Fred ReishThere are three recommendations that are fiduciary in nature and automatically result in prohibited transactions under DOL's fiduciary rule, and they all involve IRAs.
August 22, 2016
Finding the Best Options for Lump Sum Pension BuyoutsHelping clients with lump sum windows from pensions decide whether to take the lump sum; how to invest it.
August 22, 2016
401(k) Lawsuit Accuses Morgan Stanley and Board of Self-DealingA former employee says Morgan Stanley knows exactly who should buy its worst performing funds: the banks own workers.
August 18, 2016
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
August 17, 2016
Latest 403(b) Suit Targets Columbia University"Until employers recognize their duties and fulfill their duties, these cases will keep coming," says lawyer Charles Field of Sanford Heisler.
August 17, 2016
College Costs: Kids’ Expectations vs. Parents’ Ability to PayMost children think their parents will pay all their college costs, but parents, many with their own student debt, have different ideas, a survey found.
August 16, 2016
More Americans Have Increased Their Retirement Savings in 2016: BankrateBankrate.com found that 21% of working Americans are saving more for retirement, the highest level reported in five years.
August 16, 2016
Hundreds of Thousands of 401(k)s Up for Grabs After DOL Fiduciary RuleBroker-dealers are wondering what to do with small plan sponsor clients serviced by generalist wealth managers.