Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Best Age to Start Claiming Social Security? It's Really a Gamble
By Andrew RiceAll you have to do is Google the phrase When is the best age to take Social Security? and youll get endless advice on the perfect timing for taking Social Security, even though not one single advice-giver knows anything about you.
July 25, 2016
Top Portfolio Products: ARK Launches 3D Printing ETFThe PRNT ETF tracks the Total 3D-Printing Index, which includes 40 stocks in 3D printing and related businesses such as computer-aided design.
July 25, 2016
How to Comply With IRA Comp Rules Under DOL FiduciaryAdvisors beware: Its a prohibited transaction for tax-qualified, ERISA-governed retirement plans, including IRAs, to pay more than reasonable compensation to the plans service providers.
July 22, 2016
How to Save Retired Clients Thousands in Medicare CostsWealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
July 22, 2016
Investors Are Getting Ripped Off on Index Fund Fees, Lawsuits SayNew York Life employees allege that its MainStay S&P 500 index fund in their 401(k) has much higher fees than comparable index funds.
July 22, 2016
Social Security Bill Would Raise Retirement Age, Slow COLAsThe Save Our Social Security Act employs a combination of revenues, benefit adjustments and raising the retirement age while preserving early retirement.
July 22, 2016
A Tale of Woe: Boomers Trying to Build a Retirement Nest EggEight in 10 boomers don't know the amount of pre-retirement income theyd feel comfortable living on into their golden years.
July 21, 2016
Why Companies Don’t Want Workers to Put More in Their 401(k)sRetirement experts enthusiastically endorse automatic 401(k) features, but companies remain skeptical.