Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Assets Continue Upward Trend in Q1
By Danielle AndrusFirst-quarter retirement assets increased 1.3% to $24.9 trillion, the Investment Company Institute reported.
June 23, 2015
Gen X Says: What Retirement?Gen Xers began planning for retirement early, but a large majority have plans to still work in some capacity after they retire.
June 23, 2015
Fiduciary Rule Crucial for Protecting Middle Class: DOL ChiefLabor Secretary Perez says DOL is sharpening its thinking on the fiduciary rule thanks to comments; FPA plans to weigh in in "very comprehensive" fashion.
June 23, 2015
For Elderly Fraud Victims, Biggest Toll Is EmotionalAICPA has some advice to help protect older clients who just cant say no to relatives.
June 22, 2015
SEC to Scrutinize Retirement AdviceThe SEC has launched a multiyear targeted review of investment advisors and BDs retirement planning sales practices.
June 19, 2015
5 Ways to Cement Relationships With Client CouplesWhen only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
June 18, 2015
What if We Replaced IRAs and 401(k)s?A Brookings paper proposes replacing all tax-advantaged retirement plans with a single plan: The Universal Retirement Savings Account.
June 18, 2015
Older Americans Supporting Younger Generation, Not Vice Versa: EBRIAn overwhelming generational transfer of money is flowing from older adults to their younger adult relatives, EBRI found.