Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top 10 Smartest States for Financial Literacy: 2015
By Dan BermanResidents in these locales have a head start on planning and saving, according to WalletHub.com.
April 02, 2015
In Retirement Planning, Knowledge Doesn’t Always Lead to ActionIn a retirement readiness index from Voya, retirees scored a little higher than workers, but both groups show room for improvement.
March 31, 2015
Bracing for the Next Wave of 401(k) LawsuitsThe 10 largest class-action settlements of ERISA claims topped $1.3 billion in 2014, almost 10 times the sum of the biggest settlements in 2013.
March 31, 2015
NAPA’s Deep Reservations About DOL’s Broker RulesNAPA says it opposes any regulation that would hamper an advisor's ability to help retiring clients shift their savings to an IRA.
March 30, 2015
Taking RMDs early in the year: the case for and againstConsider encouraging clients to take their required minimum distributions now to avoid potential for error.
March 30, 2015
Taking RMDs early in the year: the case for and againstConsider encouraging clients to take their required minimum distributions now to avoid potential for error.
March 30, 2015
Bernanke: Low Rates Are the Long-Term TrendThe Fed has not distorted markets or kept them artificially low, the former Fed chairman writes in his new blog for the Brookings Institution.
March 30, 2015
10 Worst States for Retirement: 2015Weather, crime and taxes make some places less desirable than others.