Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Ireland Woos Pensioners for Bonds
By Marlene Y. SatterIreland plans to entice its senior citizens to invest in Irish bonds through their pension plans. If it succeeds, it could avoid having to seek a second bailout.
March 21, 2012
Employee Benefits and Taxes, Pt. 2: Tax Treatment of Lump Sum DistributionsFrom Tax Facts Online, a look at special tax treatments for lump sum distributions from a qualified plan.
March 21, 2012
Retirement Plans Could Be Hit by ProposalsIn the proposed plan, contributions to plans would no longer be tax deductible, but a flat-rate refundable tax credit of 18% would be introduced instead that would serve as a federal matching contribution into a retirement savings account.
March 20, 2012
If Demographics Is Destiny, Economy Is Already Declining: Data Guru ShortIf a picture could tell a thousand words, Advisor Perspectives Doug Short, speaking at the RIIAs spring conference, probably hit the trillion mark.
March 20, 2012
IRS Makes It Easier to Buy Deferred Annuities With Retirement Plan DollarsFor clients who want to purchase deferred annuities within their retirement plans, the IRS reporting requirements have historically been so confusing that theyve served as a big deterrent. Recent guidance from the IRS has solved this problem.
March 20, 2012
Employee Benefits and Taxes, Pt. 1: Tax Treatment of Section 83 Deferred CompFrom Tax Facts Online, a look at tax consequences to both employees and employers on Section 83 funded deferred compensation agreements.
March 19, 2012
At ASPPA, TD Ameritrade Shows Focus on Retirement SpaceAt ASPPA 401(k) Summit, TDAI looks to partner with advisors entering qualified plan business: The 'right place, right time' for advisors to get into the business.
March 19, 2012
Fiserv Launches Online Retirement Illustrator ToolFiserv announced Monday a new Web-based tool called Retirement Illustrator, a interactive retirement income planning tool for its affiliated advisors to forecast the range of performance outcomes of a retirement portfolio.