Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Private Placement Variable Annuities: The Luxury Retirement Vehicle of the Future
By Robert Bloink, William H. ByrnesIn most instances, the needs of the ultra-high-net-worth client simply cannot be met through the traditional retirement planning vehicles and strategies.
July 23, 2014
Half of Households Risk Inadequate Retirement IncomeA study from Boston College says the average family needs to save 15% of income for retirement, a hurdle most aren't meeting.
July 22, 2014
Fidelity DC Plan Assets Top $1 TrillionFidelity announced Tuesday that it administers $1.4 trillion in defined contribution assets and lost just 1% of its DC business in the first half.
July 21, 2014
Cash Rules Everything Around Millennials: StudyWhen it comes to risk, millennials arent having any at least for retirement savings.
July 18, 2014
401(k)s With Company Stock Fading FastThe practice of putting company shares into retirement plans has been waning for some time, but a recent Supreme Court decision could hasten its demise.
July 17, 2014
4 percent rule still valid for income planning strategiesAdvisors should only recommend withdrawals of three percent or less for the most risk-adverse retirees.
July 17, 2014
4 percent rule still valid for income planning strategiesAdvisors should only recommend withdrawals of three percent or less for the most risk-adverse retirees.
July 17, 2014
Social Security, Retirement Savings Would Benefit From Closing Gender Pay GapClosing the gender pay gap would have a direct effect on womens Social Security benefits and ability to save for retirement, Social Security Works finds.