Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Avoiding the Tax Surprise on Capital Gains
By Michael AllisonIt is critical that investors understand the potential tax impact of embedded capital gains in their portfolios.
April 12, 2016
AARP Helped Obama Thwart Wall Street on DOL Fiduciary RuleAs policymakers were besieged by industry pushback on the rule, there was an equally powerful lobby on the other side.
April 11, 2016
Top 10 Smartest States for Financial Literacy: 2016These states' residents are the most likely to save money for emergencies, spend less than they earn and perform other healthy financial habits.
April 11, 2016
Top Portfolio Products: New Small-Cap and Strategic Bond FundsThis week's array of new products and services range from an international small-cap fund to a robo-advisor and P2P lending mobile app.
April 11, 2016
DOL Fiduciary Rule: The Good, the Bad and the UglyU.S. Chamber of Commerce and ERISA lawyer Brad Campbell detail the positive and negative aspects of the final rule.
April 11, 2016
Boomers’ Retirement Confidence Is Tanking: IRIOnly 22% of the boomers in an IRI survey think they're doing a good job preparing financially for retirement, the smallest share since 2011.
April 11, 2016
Traditional IRA vs. Roth IRA: What’s Best? Pt. 2—The DetailsSome readers questioned my assumptions when I found that a traditional IRA can be more beneficial than a Roth.
April 11, 2016
Fixed Annuities and Rising Interest Rates: Can They Mix?Several insurance carriers have introduced annuities designed to take advantage of rising interest rates.