Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top 10 IRA Rollover Mistakes
By Melanie WaddellThe Internal Revenue Service gave advisors some much needed guidance regarding the ever-challenging issue of rollovers.
November 24, 2014
Under the Hood: Life Expectancy and Financial PlanningTo make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
November 24, 2014
Can the Social Security Trust Fund Survive?Understanding how the Social Security program works is key to dispelling fears and avoiding bad claiming decisions.
November 21, 2014
In a First, Plan Sponsors Say Top Priority Is Retiree OutcomesRetirement plan sponsors are taking a greater interest in their participants retirement outcomes, according to Fidelitys fifth annual Plan Sponsor Attitudes survey.
November 20, 2014
Well-Off Women Gain Investing Prowess, Relish Making MoneyThe vast majority of affluent American women in a new Wells Fargo survey said they enjoy making and accumulating money.
November 19, 2014
IRS Pushed to Crack Down on ‘Mega IRAs’GAO report offers recommendations to IRS on reining in large retirement accounts with hard-to-value assets.
November 19, 2014
Just 35% of Pre-Retirees Turn to Advisors: TIAA-CREF SurveyEven fewer of those polled say they have calculated their retirement income needs.
November 18, 2014
Senator Says Spending Bill Ready Soon, Vows to Fight Social Security CuttersSenate Appropriations head Barbara Mikulski sees the incoming GOP-controlled Congress as likely to reduce the number of Social Security field offices.