Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Early Retirement Not Just for the Wealthy
By Danielle AndrusMore than a quarter of workers plan to retire before 65, according to data from Allianz. And its not just high earners.
May 26, 2015
William Sharpe: The First Robo—The 2015 IA 35 for 35Bill Sharpes Financial Engines might be called the first robo-advisor.
May 26, 2015
3 Reasons to Avoid an IRA RolloverAdvisors need to brush up on the technical aspects of 401(k) rollovers, which are not always in clients' best interests.
May 26, 2015
Annuities, Insurance, Investments: A Triple Crown Retirement Income StrategyWade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.
May 22, 2015
Optimizing the SEPP decisionYour client can choose from three distribution methods and any violation of the compliance regulations will trigger penalties.
May 22, 2015
Think Millennials Are Neglecting 401(k)s? Think AgainMillennials on average are saving for retirement at a rate similar to Gen Xers and baby boomers, a T. Rowe Price study found.
May 22, 2015
Retirement Plans Paid $820M After Failing Nondiscrimination TestingMore than 54,000 401(k)s failed nondiscrimination tests and were required to return $820 million to participants, according to an annual study by Judy Diamond Associates.
May 21, 2015
SEC Charges Atlanta Advisor With Defrauding Police, Firefighter Pension PlansFirm breached its fiduciary duty by selling unsuitable investments to pension funds for the citys police, firefighters and transit workers, the SEC says.