Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Middle-Class Servicemembers Increase Retirement, Short-Term Savings
By Danielle AndrusMiddle-class military families are committed to saving, according to the First Command Financial Behaviors Index.
July 01, 2014
Treasury Clears Way for Longevity Annuities in 401(k)s, IRAsThe Treasury Department and the IRS on Tuesday issued final rules to make longevity annuities accessible to the 401(k) and IRA markets.
June 30, 2014
Assessing the Annuity LandscapeSome advisors swear by annuities while others steer clear of them. Whichever camp you fall into, here are some annuity trends to watch.
June 30, 2014
Want to Add 130 Bps to Your Clients’ 401(k) Returns? Educate ThemA National Bureau of Economic Research working paper has found that investors who are the most financially knowledgeable earn 130 basis points more in risk-adjusted annual returns in their DC retirement plans than their less sophisticated peers.
June 30, 2014
The Search for Better 401(k) AdviceThe 401(k) system was never really constructed to provide the best retirement savings platform for individuals. But fixing it is a formidable task.
June 30, 2014
NARAB II Bill Would Help Retirees Keep Advisor When Moving Out of StateIRI says there is unprecedented support for the bill, which would establish an insurance licensing clearinghouse for financial professionals operating in multiple states.
June 27, 2014
Andy Friedman: Why Tax Reform's Not Happening Anytime SoonThe Washington Update's Andy Friedman explains the principles and high political hurdles to comprehensive tax reform, last achieved in 1986 under President Reagan.
June 27, 2014
How to Fix Social Security Claiming Mistakes by ClientsToo many advisors avoid Social Security planning, but helping clients correct a mistake will lead to increased trust and more referrals.