Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Address Clients’ 2 Biggest Retirement Issues
By William H. Byrnes, Robert BloinkThe GAO and the DOL provide help on how much to save for retirement, while the IRS has a better alternative to the 4% rule.
March 24, 2016
For Servicemembers, Debt Collection Is Top Consumer ComplaintServicemembers are nearly twice as likely as the general population to file a complaint with the CFPB about debt collection issues.
March 24, 2016
Senators Blast CFPB Social Security CalculatorWhen the Consumer Financial Protection Bureau released its Social Security planning tool in November, some took issue with the estimates it provided.
March 24, 2016
4 Tax Questions About Health Savings AccountsWhat should taxpayers know about handling HSAs? ThinkAdvisor's ALM sister service, Tax Facts Online, takes a deeper dive.
March 23, 2016
Lipper Fund Awards: TIAA Investments, Thrivent Win Top Group HonorsMore than 300 funds collected awards for consistent returns over 3-, 5- and 10-year periods.
March 22, 2016
15 Worst States for Retirement: 2016"Worst" is in the eye of the beholder, but these states present some challenges to retirees.
March 21, 2016
Top Portfolio Products: Janus Plans 4 Health-Related ETFsWhat do long-term care, obesity, fitness and organic food have in common? See Janus Capital's latest ETF plans.
March 18, 2016
15 Best States for Retirement: 2016WalletHub rated states based on 24 metrics in three key areas, with affordability the primary determinant in judging a states friendliness to retirees.