Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Tax Trap of Year-End Qualified Plan Distributions
By Robert Bloink, William H. ByrnesFor clients eligible to take lump sum distributions from their qualified retirement plans, often-overlooked considerations must be taken into account.
December 11, 2014
Social Security Is Failing Elderly Women: Sen. WydenAt hearing, lawmakers explore ways to shore up Social Security for women, as they are twice as likely as men to fall into poverty.
December 10, 2014
Retirement Savings, Household Assets Rise in 2013; Big Gains for SeniorsTotal household assets increased 16% last year, according to a study by Hearts & Wallets.
December 09, 2014
Jack Bogle: Investing Outside U.S. Not Worth the RiskAlso, Bogle says role of advisors should be to keep clients from making bad investment choices.
December 09, 2014
Use of TDFs Surges in 401(k)sThe use of TDFs in 401(k) plans has risen considerably from 2006-2012, according to a new study from BrightScope and ICI.
December 08, 2014
7 Facts About After-Tax IRA RolloversIRA expert Ed Slott cites seven important takeaways from the new IRA guidance on after-tax rollovers.
December 05, 2014
Indexed Universal Life Insurance: Sales Up, as Is Regulatory ScrutinyClient interest in using indexed universal life as a retirement income source is stronger than ever, heightened regulatory scrutiny is similarly on the rise.
December 05, 2014
Stable Value Fund Group Makes Pitch to Risk-Averse MillennialsStable value funds are ideal investments for millennial investors, according to Gina Mitchell, president of the Stable Value Investment Association.