Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Prepaid 529 Plans Gain Popularity
By Danielle AndrusPrepaid 529 plan assets, up 2.6% in the first quarter, have been increasing since Q4 2011.
June 06, 2012
Individuals’ Combined IRA Balance Higher Than Overall AverageAverage IRA balances are about a third higher, and the median balance is about 42% higher, when an individuals multiple accounts are considered together, the EBRI found.
June 05, 2012
The Problem With Essential vs. Discretionary Retirement Strategies: Pt. 2In planning for retiring clients, it's crucial to get an understanding of what the client's goals are in the first place.
June 04, 2012
Solving America’s Income-Deficit ProblemSocial Security now pays out more in benefits than it receives in payroll taxes. What does that mean for your clients' portfolio plans?
June 04, 2012
LGBT Investors, Despite Obstacles, Confident About Retirement ProspectsLesbian, gay, bisexual and transgender investors face several unique challenges in preparing for retirement, including those stemming from a lack of federal marriage and inheritance rights.
June 01, 2012
LPL-Affiliated Retirement Group Hires 5 ConsultantsThe advisors join the $7 billion advisory firm in locations across the West and Midwest.
May 31, 2012
The Problem With Essential vs. Discretionary Retirement Strategies: Pt. 1In planning for retiring clients, it's crucial to get an understanding of what the client's goals are in the first place.
May 29, 2012
3 Major Changes to 529 PlansStates have been lowering fees and adding FDIC-insured CDs, among other notable adjustments of which advisors should be aware.