Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
13 Countries With Better Retirement Systems Than U.S.
By Emily ZulzMercer graded 25 countries on their retirement income systems, public and private, with the U.S. near the middle of the ranking, down from last year.
October 20, 2015
How Boomers Can Close the Retirement Income GapLiving to 95 is great if you have $1 million in investable assets plus Social Security benefits. But what if you don't?
October 20, 2015
QLACs Can Simplify the Retirement Income Planning GameQualified longevity annuity contracts (QLACs) can play an important role for middle-market clients in retirement income planning.
October 19, 2015
Top Portfolio Products: CNL and KKR Form Business Development CompanyMeanwhile, Eaton Vance's Parametric unit added factor investing strategies.
October 16, 2015
DOL Chief: We Won’t Play ‘Gotcha’ With Fiduciary EnforcementLabor Secretary Thomas Perez signaled Friday that DOL expects a legal challenge to fiduciary rule but that it will work with stakeholders on compliance.
October 15, 2015
Confirmed: No Inflation Means No Social Security COLA; Medicare Premiums to Surge for SomeDrop in CPI confirms Social Security beneficiaries will see no benefit increase, again, while upper-income recipients will see big jump in Part B premiums.
October 14, 2015
Boomers’ Wealth Poses Problems for U.S. Economy: J.P. MorganJ.P. Morgan Asset Management research shows big gap in balance sheets of older and younger generations, with implications for wider economy.
October 14, 2015
Don’t Use the ‘F-Word’ With 401(k) InvestorsInvestors in 401(k)s want advisors who act in their best interest, but the fiduciary concept may be lost on them, Financial Engines says.