Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Will Fuller, Kerry Geurkink Awarded IRI's First Leadership Awards
By Sabrina BachaiThe award presented by the Insured Retirement Institute recognizes contributions to both IRI and the annuity industry.
September 29, 2014
IRS Blesses 401(k) Rollovers With Pre-, After-Tax ContributionsNew IRS rules change the treatment of after-tax retirement plan assets upon distribution, providing flexibility and certainty for clients with both pretax and after-tax contributions.
September 24, 2014
Lots of Testimony, Much Dissent on Retirement FixesSenate Finance hears plenty of suggestions (including from John Bogle) for boosting savings, but also that the idea of a retirement crisis is overblown.
September 23, 2014
Your client is not just another numberAt times it seems like the main focus of retirement planning is on numbers, but isn't that losing focus on the client?
September 23, 2014
Your client is not just another numberAt times it seems like the main focus of retirement planning is on numbers, but isn't that losing focus on the client?
September 18, 2014
IRS Finally Answers After-Tax IRA Rollover QuestionCan after-tax money in 401(k)s be converted to a Roth IRA tax-free? The IRS has the answer in a just-published guide.
September 17, 2014
3 Easy Ways to Build a 401(k) Advice NicheBy following a few easy steps, you can develop a robust retirement plan business.
September 17, 2014
Skipping Social Security Advice Equals Missed Opportunity for AdvisorsThere is rising demand for Social Security guidance, but only a small percentage of advisors are reaping the benefits of offering it, new research says.