Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Can Managed Futures Be an Income Investor’s Best Friend?
By Ben WarwickManaged futures are a good portfolio diversifier, but they also turn out to be negatively correlated with high-yield bonds. Income, anyone?
August 20, 2014
Advisors Sharply Increase Use of Options for Clients: OICResponding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.
August 20, 2014
DOL Seeks Feedback on Brokerage Windows in 401(k)sThe range of investments available in the "window" and how much disclosure workers get about them are some of the questions DOL wants answered.
August 19, 2014
7 Ways to Boost Pension Systems: EYAmong the recommendations: appointing a "chief simplicity officer" for pension plans to make them more understandable to consumers.
August 19, 2014
More Investors Get Help With Oil Change Than 401(k) Advice: SchwabInvestors are also more likely to have someone help them landscape or help with their taxes than get help making their 401(k) investment choices.
August 19, 2014
Don’t Take Retirement Advice From the Social Security AdministrationIts not that SSA employees wont give advice on how and when to claim benefits; its that they cant. So make sure you step up.
August 19, 2014
Retirement Savings Nonexistent for Third of AmericansThirty-six percent of Americans have no retirement savings, according to Bankrate.com, including a quarter of 50- to 64-year-olds.
August 18, 2014
Which Annuity Is Optimal? SPIAs vs. DIAsA study of fixed income annuities across 6,000 scenarios ranked one type higher, but the other could soon snatch the annuity crown.