Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Why Insurance Industry Is Crucial for Americans: Dennis Glass
By James J. GreenSpeaking at IRI conference, Lincoln Financial Distributors CEO says the retirement readiness gap provides a big opportunity for the industry.
September 29, 2014
Advisor Prepares Pro Athletes for Life After SportsLee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes sometimes after meeting the client for less than 15 minutes.
September 29, 2014
U.S. Retirement Assets Rise to $24 TrillionRetirement assets, accounting for 36% of all household financial assets in the U.S., rose by 2.8% in the second quarter.
September 29, 2014
IRS Blesses 401(k) Rollovers With Pre-, After-Tax ContributionsNew IRS rules change the treatment of after-tax retirement plan assets upon distribution, providing flexibility and certainty for clients with both pretax and after-tax contributions.
September 24, 2014
Lots of Testimony, Much Dissent on Retirement FixesSenate Finance hears plenty of suggestions (including from John Bogle) for boosting savings, but also that the idea of a retirement crisis is overblown.
September 23, 2014
Your client is not just another numberAt times it seems like the main focus of retirement planning is on numbers, but isn't that losing focus on the client?
September 23, 2014
Your client is not just another numberAt times it seems like the main focus of retirement planning is on numbers, but isn't that losing focus on the client?
September 18, 2014
IRS Finally Answers After-Tax IRA Rollover QuestionCan after-tax money in 401(k)s be converted to a Roth IRA tax-free? The IRS has the answer in a just-published guide.