Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Guardian Launches Whole Life Rider Tied to S&P 500
By Danielle AndrusGuardian has launched a new feature intended to mimic indexed universal life policies, which are soaring in popularity.
September 08, 2015
In-Plan Roth Accounts: What Advisors Need to KnowUnderstanding the differences between in-plan Roth accounts and traditional Roth IRAs is increasingly important for advisors.
September 08, 2015
Dodging Steep Penalties in Retiree-Only HRA DesignWorried about the Cadillac tax? ACA provisions have limited health reimbursement arrangements, but these vehicles may yet be important for employers.
September 07, 2015
15 Worst Cities for Retirement: 2015These cities are expensive and may leave retirees with fewer options for activities and health care, according to WalletHub.
September 04, 2015
What Small-Business Owners Need Most From AdvisorsAdvising small-business owners is complex but can be lucrative, Dan Prisciotta of Lincoln Financial says.
September 04, 2015
Is Market Volatility Spooking 401(k) Investors?Balances in 401(k) accounts dropped due to recent volatility and unusual trading volume. Here's what happened and how recordkeepers dealt with nervous sponsors.
September 02, 2015
House Panels to Hold Hearing on DOL Fiduciary RuleThe hearing could lead to the markup of a bill that would stop the DOL rule until the SEC comes out with its own.
September 01, 2015
Want to Get Serious About Saving? Automate ItThe bulk of pre-retirees say vehicles like direct deposit in a 401(k), a mortgage or permanent life insurance boost their confidence in a secure retirement.