Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Making the Annuity Fit: IVAs vs. Structured Annuities
By William H. Byrnes, Robert BloinkIf understood and then used properly, indexed variable annuities and structured annuities can perform a significant role in a clients portfolio.
May 09, 2014
10 Things to Know About How Investments Are TaxedAmong the investment products advisors recommend to their clients, mutual funds and ETFs top the list, so it's vital to understand their tax implications.
May 07, 2014
Mortgage Debt Threatening Retirees’ Security: CFPBThe percentage of homeowners 65 and older with mortgage debt increased from 22% to 30% from 2001 to 2011, CFPB report says.
May 07, 2014
Top 10 Richest Prep Schools for 2014: Biggest EndowmentsThe Andovers and Exeters of the world use huge funds to pay for operations and tuition.
May 06, 2014
As Clients Age, Stock Up on Stocks: KitcesTraditional wisdom dictates that clients allocation to equities should decline as they get older, but Michael Kitces questions this strategy.
May 05, 2014
Middle-Class Retirement ‘Under Siege’: IMCA 2014The middle class is burdened by unemployment, debt and a sluggish housing market, Marcia Wagner, of the Wagner Law Group, said at the IMCA conference.
May 05, 2014
Funded Ratio of U.S. Pension Plans Eroded Further in AprilMercer reported Monday that the funding levels of pension plans sponsored by S&P 1500 companies fell by 1% in April to 84%.
May 05, 2014
IRA Rollovers Up 7% in 2012, Keep On Rising: CerulliIn 2013, Cerulli estimates, rollover contributions grew another 11%.