Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Alicia Munnell: 3 Workable Ways to Save U.S. Retirement System
By Danielle AndrusThe existing Social Security system and 401(k) plans could produce vastly better retirement outcomes with a few relatively simple fixes, the Boston College researcher says.
September 25, 2015
3 Keys to Picking Active Retirement Investments: American FundsActively managed equity funds that met these three criteria historically generated more wealth for retirees compared with index portfolios, according to American Funds.
September 25, 2015
Now Is the Time for Charitable Lead TrustsFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
September 23, 2015
Rivals Question Betterment’s New 401(k) PlatformBetterment's robo-advisory platform is raising questions in the 401(k) plan industry ranging from the use of ETFs to compliance with DOLs QDIA disclosure requirements.
September 23, 2015
Top 10 States With Fairest TaxesWalletHub compared tax data with taxpayer sentiment to find which states have the fairest tax system.
September 22, 2015
Fifth of Boomers, Gen Xers Struggling to Move Forward After 2008 Crisis: SurveyThe 2008 market crash continues to haunt a broad swath of Gen Xers and baby boomers particularly one traumatized group Allianz Life has termed post-crash skeptics.
September 18, 2015
Retirement Planning for the 51%: 3 RIIA Speakers Weigh InAdvisors should not think of older women as a single demographic bloc, for their retirement issues vary widely.
September 18, 2015
What Retiring Clients Need From Advisors (That Robos Don’t Do)Clients and prospects need help planning for rising health care costs and dealing with Social Security issues, HealthView's Ron Mastrogiovanni says at RIIA event.