Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Alternative Investments Are Sneaking Into DC Plans
By Danielle AndrusAdoption of alternative investments in DC plans has lagged DB plans, but that's beginning to change, despite plan sponsors' reluctance.
December 28, 2015
Bull Market Getting 'Long in the Tooth': MorningstarInvestors (and advisors) may want to look at "value plays," as earnings dip and the market shows signs of "late-cycle behavior."
December 28, 2015
Top Portfolio Products: Vanguard Adds Core Bond FundWhy Vanguard is adding another actively managed bond fund to its stable of funds.
December 24, 2015
Investment-Only Variable Annuities, Pt. 2: The Importance of Due DiligenceWith a better idea as to when--and which--clients might benefit from IOVAs, it's time to review the necessary due diligence on these annuities.
December 22, 2015
How to Protect Inherited Retirement AssetsDesignating a beneficiary for clients retirement accounts doesnt guarantee the assets will be properly distributed, lawyer John Goralka warns.
December 22, 2015
The New Variables in Variable AnnuitiesThe ability to alter terms of in-force VA contracts can provide carriers and clients with flexibility, but are they a smart choice for the client?
December 21, 2015
DOL Fiduciary Rule Won’t Slow IRA Rollovers: CerulliIRAs will continue to be the primary consolidation vehicle for retirees, regardless of an evolving regulatory environment, Cerulli's Jessica Sclafani says.
December 21, 2015
How to Handle Changes to Social Security Claiming RulesAn explainer of the recent changes to Social Security affecting two popular strategies: "file and suspend" and restricted application.