Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
‘Retiring Isn’t About Age’: Merrill Affluent Survey
By Janet LevauxThe majority of those surveyed (59%) also believe the age at which Americans are eligible to collect Social Security should be raised.
February 21, 2012
Senate Bill Threatens Life of Stretch IRAsIndustry trade groups are up in arms over a provision in a Senate highway bill that would reduce the value of inherited IRAs, commonly referred to as stretch IRAs, and are determined to have it removed.
February 17, 2012
Top 20 TIPS Funds in 401(k) Plans: BrightScopeResearch firm BrightScope announced this week the Top 20 Treasury Inflation Protected Securities (TIPS) funds by total distribution.
February 16, 2012
DOL Deadline on Fiduciary IRA Request Set for Feb. 24The Department of Labors Employee Benefits Security Administration (EBSA) has given industry trade groups until Feb. 24 to fulfill the departments request regarding what impact the conflicts of interest faced by brokers who advise on IRAs have on IRA investors.
February 16, 2012
Women Value Financial Self-Reliance: MetLifeWomen of all ages are placing a higher priority on self-reliance in finance, according to a report released Thursday by MetLife Mature Market Institute.
February 16, 2012
No Tax Reform Without Incentives for Retirement Savings, Argue 2 CongressmenAt Washington event, two members of the House Ways and Means Committee pushed a resolution to retain current tax incentives for retirement savings. One of the two, GOP Rep. Jim Gerlach, introduces two retirement bills. Putnam's Reynolds, ASPPA's Graf lend support.
February 15, 2012
Merrill Adds Putnam to Retirement-Plan SuiteAccording to BofA, some 2,300 Merrill Lynch advisors sell defined-contribution plans, which now have about $26.5 billion in assets.
February 15, 2012
Leaders and Laggards: Advisors’ Processes Define Success in Retirement Income SupportA report released on Monday by GDC Research and Practical Perspectives highlights trends in the way advisors will have to deliver retirement income in light of low interest rates and increasing apprehension from their clients.