Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
2 Tax-Efficient Savings Strategies for Right Now: Tax Season Lesson, Pt. 2
By Andrew RiceHere are some counterintuitive strategies to save money in the most tax-efficient manner today (which might change as the IRC changes).
June 16, 2014
Congress, DOL Urged to Require Notice on 401(k) Plan ChangesEmployees should be told about risks involved in changes like a shift to year-end employer matching, Massachusetts securities regulator William Galvin says.
June 15, 2014
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight SpeakersAlso, Rick Ferri will dialogue with Chris Brightman of Research Affiliatesbeehive of smart betaon alternative indexing: desirable for honey or dangerous for its sting?
June 13, 2014
Health Care Warning: Retiring at 62 Could Cost You $50,000A couple retiring at age 62 instead of 65 could face $50,000 in extra medical bills, Fidelity says.
June 12, 2014
The Great Investment Heresy: Risk Doesn’t MatterSay it: Risk doesnt matter. Still not convinced? Here's an example of how this is a vital part of a fiduciary relationship, says Chris Carosa.
June 12, 2014
Recession Taught Millennials Importance of Saving NowWhile millennials are well aware of the importance of saving for retirement, many cannot afford to do so, a Wells Fargo survey found.
June 10, 2014
Want to Boost Retirement Saving? Automate ItThe trick to getting workers to save for retirement is to do it for them via automatic enrollment and escalation, according to Vanguard.
June 10, 2014
AIG Advisor Group CEO: ‘Comfortable With Parent Company’The organization, a possible Schorsch target, is hosting its annual Womens Conference this week with a focus on growth.