Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
When Should Clients Start Claiming Social Security Benefits?
By William H. Byrnes, Robert BloinkClaim right away or wait? Your advice to clients can make all the difference. Heres what to consider.
April 25, 2012
How Are Advisors Managing in a Low-Rate Environment?While the Federal Reserve's reaffirmation Wednesday of its zero-rate policy is great news for home buyers, low rates remain a significant challenge to retirees and their financial advisors...
April 24, 2012
The 2012 IA 25Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.
April 24, 2012
Social Security Assets ‘Adequate’ for 10 Years, Deficits Begin 2021Disability trust fund will run dry in 2016, OASI in 2035, according to the 2012 Social Security Trustees report.
April 24, 2012
Free J.P. Morgan Retirement Guide Helps Advisors Talk to ClientsThe J.P. Morgan Funds Guide to Retirement provides talking points for advisors in chart or graph format as they discuss issues with clients
April 20, 2012
$50 Now or $500 Later? Most Americans Would WaitAmericans indicate they are at least interested in saving more, a poll conducted by the financial literacy website TheMint.org found.
April 19, 2012
Overfunded Roth IRAs: Shelter for the Upper Middle Class?The impending 3.8% tax on investment income scheduled to become effective in 2013 may have your upper-middle-class clients scrambling to find ways to reinvest their funds.
April 19, 2012
Social Security Trustees Will Report Large, Growing Surplus: Advocacy GroupThe Strengthen Social Security Campaign predicts that the annual Social Security Trustees Report due April 23 will say eligible Americans can count on benefits "for the next century and well beyond."