Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
DOL Accused of ‘Legislation by Rulemaking’ on Fiduciary Rule
By Melanie WaddellThe DOL is overstepping its bounds because Congress never intended for IRAs to be regulated like ERISA plans, ERISA lawyer Brad Campbell told senators.
April 19, 2016
No Wonder Politicians Find Workers in an Uproar: They’re Financially StressedA PwC poll shows millennials, burdened by student debt, feel the most anxiety.
April 18, 2016
When to Retire? Millennials Look to Their Wallets, Not Their CalendarsMillennials are much more likely than older workers to tie their expected retirement date to a financial goal versus reaching a certain age, Merrill found.
April 18, 2016
Traditional vs. Roth IRA, Pt. 3: The ConclusionI used to believe the Roth was best, especially for younger investors. After a thorough examination, I have a very different opinion.
April 15, 2016
10 Dumbest States for Financial IQ: 2016While even the best states leave much to be desired in WalletHub's study, financial literacy in these states is even more of a problem.
April 15, 2016
Obamacare Cadillac Tax, Despite Delay, Still Driving Health Plan ChangesObamacares Cadillac tax on high-cost health plans was delayed until 2020, but many employers are still reducing benefits to avoid paying the tax, EBRI says.
April 15, 2016
Ex-NFL Player Willie Gault Slapped With Securities FraudCourt hits former sprinter and Chicago Bears receiver with big fines after finding him liable for taking part in a securities fraud scheme.
April 14, 2016
Indexed Annuities Run Afoul of DOL Fiduciary RuleOne change in the final DOL rule: Like variable annuities, fixed indexed annuities will need a BICE.