Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Time for Broker Crackdown as Abuses Cost Retirement Savers Billions: Obama Aide
By Dave Michaels, Bloomberg, Margaret CollinsA leaked White House memo estimates the cost to 401(k) savers of broker practices like excessive trading and calls for tighter rules.
January 22, 2015
Student Debt Could Be Discharged in Bankruptcy Under New House BillMeanwhile, college savings proponents are rebelling against one of Obama's college-related proposals.
January 20, 2015
Pershing Launches Retirement Plan Network for BDs, RIAsUsing NetX360 as its nexus, initiative will provide tools, resources and data to advisors serving DC retirement plans.
January 20, 2015
New Roth 401(k) Rollovers Maximize After-Tax Contribution ValueThe increasing availability of in-plan Roth 401(k) rollovers has changed the retirement income planning landscape, especially for small-business owners, but the rules are tricky.
January 16, 2015
Census Data Understates Retirement Income of WealthyA Center for Retirement Research analysis shows significant understatements in retirement income reported in the Census Bureaus Current Population Survey.
January 15, 2015
Stop Checking Your Retirement Portfolio So Often: Columbia StudyTo improve returns, advisors should help retirement clients build an appropriate portfolio and then "encourage them to be inattentive," a Columbia professor says.
January 15, 2015
Top 10 States With Best Performing 401(k)sFind out which states' 401(k) plans moved into the Top 10 and which fell out in 2014, according to Judy Diamond Associates.
January 15, 2015
The Great Mutual Fund Expense Ratio LieAfter decades of decrying high expense ratios, we now have evidence that expense ratios are the wrong thing to look at, Chris Carosa writes.