Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
IRS Makes It Easier to Buy Deferred Annuities With Retirement Plan Dollars
By Robert Bloink, William H. ByrnesFor 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 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.
March 19, 2012
fi360, TRAU Join in Fiduciary, Retirement Education PlanBlaine Aikin, CEO of fi360, says advisors who complete the retirement modules through fi360 get credit toward the C(k)P, while TRAU students can work toward the AIF designation.
March 19, 2012
Remember Roths? Avoid Potential Tax Hikes With a Roth Conversion NowYour clients tax rates will almost certainly be rising by the end of the year if the Bush-era tax cuts expire. In 2012, many of your clients are good candidates for a Roth conversion, but the time to act is now.
March 19, 2012
Apple Announces Dividend, Share BuybackApple Inc. announced its first dividend since 1995, a move long-awaited by individual investors and many mutual funds as the company neared a record $98 billion in cash.
March 19, 2012
ASPPA’s Hoffman to Obama: Preserve Retirement Plan Tax BenefitsCraig Hoffman, ASPPAs general counsel and director of regulatory affairs, sat with AdvisorOne on Sunday for an exclusive interview at the organizations 401(k) summit in New Orleans.
March 18, 2012
At ASPPA, Top Retirement Advisors Realize ‘Fiduciary Is a Verb’A panel of top advisors took the stage during the afternoon keynote at ASPPAs 401(k) Summit on Sunday, all of whom were nominated for the 2012 401(k) Advisor Leadership Award sponsored by Morningstar Inc.
March 18, 2012
At ASPPA 401(k) Summit, Matalin & Carville Offer Jokes, JabsWith annual GDP of less than 3%, President Obama is "a weak incumbent, but hes going to win, Carville said. Romney is an even weaker frontrunner."