Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Cutting Retirement Plan Tax Break Would Hurt Low-Income Workers Most: EBRI Survey
By Michael S. FischerLower-income workers would be far more likely than higher-income counterparts to reduce their contributions if Congress were to lower or eliminate the tax exclusion for employee contributions for retirement savings plans, according to new findings by the Employee Benefit Research Institute released Wednesday.
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.
March 21, 2011
Three Retirement Buckets to Bail a Sinking ShipWith the recent market turbulence and events in Japan and Libya, you've seen an increase in client concerns as to what it means for their assets.
March 21, 2011
RIIA Spring Conference: Challenges for the Next Five YearsThe organization's fifth anniversary marked by reflection and hurdles to come.