Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Inherited Roth Rollover: How to Avoid Unpleasant Surprises
By Robert Bloink, William H. ByrnesThe rules on rolling over inherited retirement funds into an inherited Roth IRA are complicated, lawyers Robert Bloink and William Byrnes warn.
October 27, 2015
Bill to Stop DOL Fiduciary Rule Passes HouseThe House passed by a 245-186 vote Rep. Ann Wagners bill to stop DOL from moving forward on its fiduciary rule.
October 25, 2015
College Planning: 7 Steps to Filing the FAFSAFAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.
October 23, 2015
Returns Higher for Managed Account Users: StudyA new white paper posits that investors who arent using a managed account solution arent just struggling to keep up, theyre falling behind.
October 23, 2015
Saving for Retirement: The Rewards of Starting YoungThe median 55- to 59-year-old has three times as much money saved as the median worker over 60, Wells Fargo found. Why? They started earlier.
October 23, 2015
Retirement Income Group to Offer Online CourseThe nine-week class offered by RIIA aims to help advisors achieve the retirement management analyst (RMA) designation.
October 23, 2015
Reverse Mortgages for Retired Clients: Does the Strategy Fit?This tool should only be used in very specific situations giving the advisor a critical role in guiding clients on when and how.
October 21, 2015
Meet the Software Firm That Wants to Power the Next Gen of 401(k)sNew tech tools have become vital to the highly competitive 401(k) recordkeeping market. Here's the story behind one solution provider.