Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
National Retirement Planning Week Kicks Off April 11
By Joyce HansonThe National Retirement Planning Coalition has announced its roster of events for National Retirement Planning Week this April 11 through 15.
April 01, 2011
Retiring Boomers Press Advisors for More Guidance, Report FindsAdvisors are struggling to meet the demand for retirement guidance and products from the increasing number of boomers preparing to retire, a report found.
April 01, 2011
New Putnam Web Tool Spurs 401(k) Savings Rate RisePutnam Investments released a survey Thursday which found that over one-third of 401(k) participants have changed their deferral rate, and of those, 80% increased their savings rate.
March 31, 2011
Investing After Chaos: BofA’s Krawchek Hosts Talk With Bremmer, HartnettWith the economic curveballs being thrown at the world in the past few weeks from the situations in Japan and the Middle East/North Africa region, Sallie Krawchek, president of Bank of America Global Wealth and Investment Management hosted a webcast on March 21 that discussed the dangers and opportunities...
March 28, 2011
Look at Both Sides of Retiring Clients' Balance SheetsMany financial advisors take, I believe, too narrow a view of their retiring clients’ finances to give them the most effective advice.
March 28, 2011
Big Tax Bite Awaits Retirees Who Miss April 1 Deadline for Plan RMDsFidelity Investments urges advisors to make sure clients who turned 70-1/2 in 2010 take their RMD in time, so they don’t face a 50% tax penalty.
March 24, 2011
Retirement Income Market ExpandsThe market for retirement income products is expanding, according to a report released Tuesday by the Financial Research Corporation.
March 22, 2011
RIIA Spring Conference: Putnam’s Reynolds Calls for FDIC-Like Lifetime Income AgencyAs Reynolds said that a government agency would protect retirees and boost confidence in these income funds, he also unveiled Putnam's plan for a suite of retirement income funds.