Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Is Financial Wellness Finally Taking Off?
By Bernice NapachFor years there's been lots of talk about the benefits of financial wellness programs.
August 31, 2015
4 Strategies for 401(k)s in a Volatile Market: BlackRockBlackRock has some tips for 401(k) savers to avoid overreacting, and possibly damaging their retirement savings, in a market crisis.
August 31, 2015
Early Social Security Claims Are Hurting RetireesThe vast majority of recent retirees are claiming Social Security benefits earlier than full retirement age, and its costing them significantly, a new study shows.
August 31, 2015
How to Get Social Security Benefits From an Ex-SpouseIn a blog post, Carrie Schwab-Pomerantz of Schwab addresses a readers question: Does my ex need to be involved to file for benefits?"
August 31, 2015
Cash Balance Plans, QLACs Gaining Thanks to New Treasury and IRS RegsNew rules are helping cash balance plans and QLACs become attractive retirement planning options.
August 31, 2015
Avoiding Pre-Retirement Rollover Traps: The Pro Rata RuleRoth conversions and 401(k)-to-IRA rollovers often do not mix, especially in the same year.
August 28, 2015
Small-Business 401(k)s Follow Large-Plan Trends: VanguardVanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.
August 27, 2015
No Social Security COLA in 2016: Higher Medicare Premiums for Your ClientsSome retirees will bear the brunt of higher Medicare Part B premiums due to their higher income and no Social Security COLA, the Center for Retirement Research reports.