Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Gen X, Y Lack Investing Direction
By Danielle AndrusAdvisors who have focused their efforts on boomers retirement needs should make sure theyre not neglecting Generations X and Y.
September 09, 2014
Can This Pension Bailout by the Government Be Avoided?The Center for Retirement Research estimates that about 35% of multiemployer retirement plans will exhaust their assets over the next 30 years.
September 08, 2014
With BlackRock Exit, Who Will Fill Target-Date ETF Void?ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
September 08, 2014
New Hybrid Indexed Annuities Balance Market VolatilityInsurance carriers have developed a hybrid fixed indexed annuity with a built-in hedge that allows greater potential for participation in market gains.
September 05, 2014
Social Security Claiming Options: Don’t ‘Save the Date’Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
September 04, 2014
Frustrated States Push to Fill Small-Business Retirement GapSeventeen states are at some stage of legislating state-administered plans that hope to deliver retirement plan access to small employers.
September 03, 2014
3 Investments Retirees Should Avoid: Morningstar’s BenzMorningstar's Christine Benz warns that some assets can add volatility, expenses and stress to retirement portfolios, with little upside.
September 02, 2014
ERISA’s Midlife CrisisOn ERISA's 40th birthday, a growing chorus of voices say the landmark retirement income security law needs an overhaul.