Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Deferred Income Annuities’ Flex Pay Appeals to Younger Investors
By William H. Byrnes, Robert BloinkDIAs can provide protection against longevity risk through guaranteed income products that have previously been unattractive to the younger client.
February 10, 2015
Top 1% of 401(k) Plans Hold Bulk of AssetsThe top 1% of plans hold 71% of all assets, Judy Diamond research shows.
February 09, 2015
We’re Living Longer — Get Ready to Pay for ItERISA attorney Marcia Wagner says increased life expectancy raises financial risks for retiring clients and requires careful planning.
February 05, 2015
Chamber of Commerce Raises Concerns With DOL Fiduciary RedraftTop execs at U.S. Chamber of Commerce lay out their concerns about new rules affecting prohibited transaction exemptions, rollovers and IRAs.
February 05, 2015
5 Hot Retirement Planning Topics for 2015QLACs and split 401(k) rollovers are just two of the top retirement planning trends that your clients need to be aware of.
February 03, 2015
Obama Budget’s Retirement Savings Cap Targets WealthyThe retirement savings cap is a relatively small gambit in the budgets larger effort to raise revenues but is seen as an attack.
February 02, 2015
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—SlideshowThe repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that dont recognize same-sex marriageof which there are still 15they may still require the kind of complex financial planning they required before the...
February 02, 2015
Boomer Demand for Annuities to Stay High Despite Low RatesBoomers are good for annuities.