Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Andy Friedman: Why Tax Reform’s Not Happening Anytime Soon
By Gil WeinreichThe Washington Update's Andy Friedman explains the principles and high political hurdles to comprehensive tax reform, last achieved in 1986 under President Reagan.
June 25, 2014
Thousands of 401(k)s Fail Nondiscrimination TestIn 2012, the year for which the most recent data is available, $794 million in 401(k) contributions were returned to highly compensated employees.
June 24, 2014
TDFs Lead Investment for Small-Plan Retirement SaversTarget-date funds are the overwhelming favorite among participants in professionally managed investments, a report released Tuesday by Vanguard found.
June 23, 2014
Millennials Prefer Roth IRAs (and Boomers Should, too): T. Rowe PriceRecent T. Rowe Price research suggests Roth IRAs could be more advantageous than traditional IRAs for most investors, even many near retirement.
June 23, 2014
Qualifying 401(k) Dollars for Stretch IRA TreatmentStretch IRAs can allow beneficiaries to stretch tax-deferral benefits for years after the original owners death, but beware of the potential tax hit.
June 18, 2014
Pre-Retirees Choosing to Work LongerWhile the average retiree stopped working at 59, those yet to retire say they want to work until 68, Northwestern Mutual found.
June 18, 2014
Gen Y Lagging Older Workers in Retirement SavingsGiant payroll processor ADP warns that Gen Y investors may be missing out on the benefits of compounding by putting off saving.
June 17, 2014
Senate Finance to Vote on New Social Security Advisory Board MembersCommittee will hold Wednesday open executive session to vote on new members Aaron, Chen and Cohen.