Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Medicare, Taxes, Retirement Are Targets in Hearing
By Marlene Y. SatterAmong the proposals was one to change the tax treatment of retirement plans.
June 15, 2012
Investor Concern about MetLife OverblownA securities analyst said it is unlikely that the Federal Reserve Board may force MetLife to raise more capital, a concern that has led investors to undervalue the stock.
June 14, 2012
Financial Literacy Gender Gap Widening in Some AreasWomen significantly lag men in basic money management and investing, the report found.
June 14, 2012
Cost of Retirement: 11 Years’ PayThe good news is that American workers are making progress in closing the retirement income gap. The bad news is ...
June 13, 2012
Americans Physically, Not Fiscally FitAmericans feel theyre in good shape physically but don't have them same confidence about their financial health.
June 13, 2012
Investors Worried, Perhaps Rightly, About RetirementAdvisors are worried that their clients arent looking at retirement realistically, while half of investors say they are not looking forward to retirement, according to surveys released Wednesday.
June 12, 2012
Morningstar Finds Big Problem with Replacement Rate CalculationsNot all replacement rate studies are the same, and that could seriously hurt your clients.
June 12, 2012
Higher 401(k) Deferral Rates Create Engaged Participants, New York Life FindsAccording to the company, this counters the auto-enrollment myth that higher auto-deferral rates result in participants opting out of plans in larger numbers.