Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Biggest Group of Losers in Dividend Tax Hike? The Middle Class: Report
By John SullivanA plan to raise the dividend tax rate will have negative consequences for the middle class, according to a new study from Ernst & Young.
July 19, 2012
S&P Launches TDF Style Index SeriesS&P Dow Jones Indices launched on Thursday an index series to help defined contribution plan sponsors screen and monitor target-date funds.
July 19, 2012
Self-Directed IRAs a Juicy Target for ScamsFighting fraud in self-directed IRAs was the topic of a webinar by NASAA and the Retirement Industry Trust Association.
July 18, 2012
State Street Releases Dividend ETF GuideThe guide compares dividend ETFs from large, established companies including SPDR ETFs, iShares, PowerShares, Vanguard and WisdomTree.
July 17, 2012
Navigating the Long, Forked Road to a Retirement PaycheckTo annuitize or not to annuitize? Thats just one of many questions financial advisors face in the seemingly simple but actually complex effort to produce a paycheck for retirement clients.
July 16, 2012
Russell Launches Free Online Tool for Equity Risk AnalysisAdvisors can leverage the free tool to better understand equity risk and help clients make decisions around how to control risk-return factors that influence stocks in a portfolio.
July 13, 2012
Women Are Primary Earners, Not Primary Decision-MakersOver half of women are the primary breadwinners in their households, a survey by Prudential found.
July 12, 2012
Schwab Partners With fi360, The Retirement Advisor University for Retirement SuiteSchwab Retirement Business Services announced on Wednesday that it has launched a suite of retirement tools to help advisors increase productivity and build skills in their 401(k) plans.