Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Taxes: What a Drag—on Your Portfolio’s Profits
By Frank PapeDo you know how much return clients invested in taxable accounts lose to taxes each year? Its in the double digits.
March 31, 2014
Why Retirement Planning Is Not for the PassiveWith so many uncertainties regarding Social Security, annuities and the 4% Retirement Rule, an active approach to planning is vital.
March 31, 2014
Are Boomers Headed for Retirement Disaster?Michael Finke crunches the numbers and assesses the wild cards of the retirement savings problem.
March 31, 2014
Are Your Clients Getting Their Retirement Checkups?As clients get closer to retirement, advisors need to turn their attention to not just accumulating and protecting assets, but helping them transition into a new phase of life.
March 31, 2014
Conversions and mergers involving money purchase plansBefore the Economic Growth and Tax Relief Reconciliation Act (EGTRRA), the choice between money purchase and profit-sharing plans was fairly clear.
March 31, 2014
Conversions and mergers involving money purchase plansBefore the Economic Growth and Tax Relief Reconciliation Act (EGTRRA), the choice between money purchase and profit-sharing plans was fairly clear.
March 31, 2014
Boomers’ Biggest Retirement RegretsAs the last of the baby boomers turn 50, they would be wise to heed these retirement lessons, financial and otherwise, from their older counterparts.
March 28, 2014
Retiring Abroad: Saving Money, Finding AdventureAuthors Suzan Haskins and Dan Prescher say your clients can save hundreds of thousands of dollars in retirement by moving to a cheaper country.