Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security Secret: How to Add Thousands to Retired Clients’ Incomes
By Gil WeinreichEvensky Katz advisor Brett Horowitz reveals how extra income can be gained by applying little known Social Security Administration rules.
February 24, 2012
Financial Advisors Trusted Source for Help Understanding Retirement Issues: LIMRA SurveyMore than a third of Americans say they trust financial advisors most when it comes to understanding retirement issues, LIMRA reported on Friday.
February 24, 2012
DOL Cracks Down on Retirement Plan Advisors for Fiduciary NegligenceWith a beefed up enforcement staff on tap, DOL goes after advisors to retirement plans. Crackdown is "astonishing," says Andy Larson, and should serve as a wakeup call to advisors.
February 24, 2012
Could the End of the Inherited IRA Be Near?The benefit of inherited IRAs could be eliminated soon through a plan proposed recently by the Senate Finance Committee.
February 23, 2012
Strong DC Sales Highlight Opportunity in Small- to Midsize Plan MarketFidelity Investments reported strong defined-contribution sales in the small- to midsize plan market in 2011.
February 23, 2012
Planning for a Long Life: Longevity Insurance and Deferred AnnuitiesThe Treasury Department has proposed rules that may encourage consumers to purchase longevity insurance.
February 23, 2012
Dividends and the End of the Retirement Crisis; Easing Economic Pressure: March Investment Advisor—SlideshowEveryone is talking about dividends these days, but Fred Taylor at Northstar Investment Advisors has been using them as a retirement income solution for the past 17 years. Clearly, this is a strategy with some staying power.
February 22, 2012
Sen. Reid Strips Stretch IRA Provision From Senate BillSenate Majority Leader Harry Reid, D-Nev., has removed a controversial provision within a Senate highway bill that would have reduced the value of inherited IRAs, commonly referred to as stretch IRAs.