Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Behavioral Biases Affect Social Security Claiming Strategies
By William MeyerWith Social Security planning, perception is not reality, and the wrong strategy based on incorrect beliefs will severely impact the retirement portfolio.
November 14, 2014
Lawmakers Air Concerns About DOL Fiduciary RedraftLawmakers air concerns about the upcoming DOL fiduciary redraft release, lay out plans to ensure next Congress keeps the current retirement planning tax incentives intact
November 14, 2014
Target-Date Funds' Distorted Investing Strategy: Research AffiliatesResearcher Noah Beck says theres a much better portfolio strategy to use than target-date funds.
November 14, 2014
DOL to Hold January Hearing on Credit Suisse’s Retirement Plan Manager StatusDOL to hold public hearing to discuss QPAM status after Credit Suisse pleaded guilty to tax fraud.
November 12, 2014
IRS Clarifies IRA-to-IRA Rollover GuidanceMeanwhile, Ed Slott said rollovers were a "minefield" of "rules and traps" and named five areas where advisors commonly slip up.
November 11, 2014
SEC’s Enforcement Division ‘Here to Stay’ in Muni Bond MarketIts been a year of many firsts for enforcement and regulation in the municipal bond market, which has previously received little attention, says SECs Ceresney.
November 10, 2014
How to Maximize Post-Retirement Income: The PrinciplesProper sequencing of withdrawals from taxable accounts, tax-deferred accounts (IRAs and 401(k)s) and Roth accounts can make or break a clients retirement income plan.
November 10, 2014
Schwab Impact Awards Go to 3 RIA Firms, RecordkeeperSchwab Advisor Services gave its first-ever Best-in-Retirement Business honor in addition to its RIA awards.