Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The 2014 Broker-Dealer Reference Guide
By James J. Green, Liana RobertsSome observers of the independent broker-dealer universe might be tempted to explain its current state by counting the acquisitions that Nicholas Schorsch's Realty Capital has made over the past year.
May 27, 2014
401(k) vs. IRA: The Real Roth Conversion QuestionMoving traditional retirement funds into a Roth account may seem like a no-brainer for many clients, but whether to use a Roth IRA or Roth 401(k) can have potentially significant repercussions.
May 26, 2014
Amy Webber, Cambridge’s Optimist: The 2014 IA 25 ProfileStarting with the fact that we cant control things like the market and economy or regulation, Im wildly optimistic about our industry, Webber said.
May 21, 2014
Senators Debate Social Security FixesAgreement on the scope of the problem; disagreements on what changes should be made to keep Social Security solvent.
May 21, 2014
Roth IRAs Growing Twice as Fast as Traditional IRAs: EBRIThe Roth IRA removes the uncertainty of what future higher tax rates might do to retirement savings, says Ed Slott.
May 20, 2014
Pension Cash-Outs Trending Upward: MercerMercer this week published a guide to help plan sponsors evaluate whether to consider a cash-out program, including common misconceptions.
May 20, 2014
Is Private Equity Wrong for Retirement Funds?Questions are raised about opacity, risk and the often enormous fees guaranteed to fund managers no matter how they perform.
May 19, 2014
The Retirement Apocalypse That Isn’t ComingFears of a looming retirement crisis are overblown, Ben Steverman says in the blog Ventured & Gained.