Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Annuity Wars Highlight Rift Between Factions
By Jane Wollman RusoffAre annuities just a trap set for uninformed investors or valuable retirement tool? It depends on who you ask: Ken Fisher or Moshe Milevsky.
November 25, 2015
Optional Death Benefits Broaden Investment-Only VAs' SurgeUnlike sales of most other variable annuities, IOVAs are gaining steam, and some have optional death benefits.
November 25, 2015
$30K in Student Loan Debt Could Mean $325K Less in RetirementThe under-35 age group has more than tripled its education debt since 1989, LIMRA says; pre-retirees and retirees also hold significantly more education debt today.
November 24, 2015
18 Funny Jokes for a Work Holiday PartyIf your phone dies, you might have to talk to people... Then what?
November 24, 2015
Giving Back Has Made This 41-Year-Old Billionaire Less PopularAfter making $4 billion, ex-Centaurus Advisors manager John Arnold closed his fund, grew a beard and started a foundation. So why do people dislike him?
November 23, 2015
Hatch: HHS blew through its own PPACA deadlineHealthCare.gov was supposed to start sending employers notices about employee APTC requests two years ago.
November 19, 2015
Is a 401(k)-to-IRA Rollover Worth It? FeeX Runs the NumbersWhen clients change jobs, should they roll their 401(k) into an IRA? FeeX, which tracks hidden account fees, says usually there's one clear answer.
November 19, 2015
Volatility Pushes IRA Investors Into Nontraded AltsReal estate and private equity are increasingly popular in self-directed IRAs, and crowdfunding is expected to take off in the accounts, PENSCO says.