Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Managed Accounts Could Be Made Safer for 401(k) Investors: GAO
By Danielle AndrusThe DOL will consider GAO recommendations to require more disclosures and better guidance for retirement plan sponsors from managed account providers.
August 05, 2014
Most IRA Investors Withdraw the Bare Minimum: EBRIWhy? Taxes are a big driver of keeping withdrawals small, IRA expert Ed Slott says.
August 01, 2014
‘Robin Hood’ of Fees Takes Aim at 401(k)sClients worried about hidden fees in retirement accounts might want to investigate FeeX, a service that helps users understand what they're paying.
July 31, 2014
401(k) Savers Who Stuck Out Financial Crisis Reaping RewardsConsistent savers in 401(k)s from 2007 to 2012 saw an average 6.8% growth rate despite the market crash of 2008, ICI and EBRI found.
July 31, 2014
Top Ways College Is Paid For: Sallie MaeMore American families are reaching into their pockets to pay college tuition and borrowing less, according to a just-released study by Sallie Mae.
July 28, 2014
Deferred Income Annuities: More Than Just Longevity InsuranceIn the ongoing hunt for stable, pension-like retirement income sources, deferred income annuities (or DIAs) are heating up as an increasing number of insurance carriers have begun to offer the products.
July 28, 2014
Private Placement Variable Annuities: The Luxury Retirement Vehicle of the FutureIn most instances, the needs of the ultra-high-net-worth client simply cannot be met through the traditional retirement planning vehicles and strategies.
July 24, 2014
Social Security Disability Fund Teeters on Brink of BrokeSocial Security's chief actuary warned senators that the disability trust fund needs help "soon" or reserves will run out in 2016.