Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Maximizing the Opportunity the Social Security Administration Has Created
By Mathew GreenwaldThe annual Social Security Statement provides a useful client building opportunity to financial advisors by providing an estimate of the level of Social…
December 28, 2010
Top Five Retirement News Stories of 2010: AdvisorOne“Don’t know your past, don’t know your future,” sings Ziggy Marley, son of the legendary reggae singer Bob Marley, on “Tomorrow’s…
December 21, 2010
Outlook 2011, Retirement Income: Opportunities for Higher Yields, but They Won’t Come EasyClients can’t rely on asset values as sole source of distributions, says Northstar Investment Advisors.
December 20, 2010
Tax Bill: Roth IRA Conversions Equivalent to 'Interest-Free Loans'Bush-era tax cut extensions are boon to wealthy who convert from traditional IRA.
December 20, 2010
How Social Security Payroll ‘Tax Holiday’ Can Aid RetirementThe new Social Security payroll tax holiday could be an opportunity to bolster personal retirement savings, says Principal Financial Group’s Greg Burrows.
December 15, 2010
Boomers Could Inherit Over $8 Trillion: MetLifeBoomers stand to inherit over $8 trillion, according to a study released Tuesday by the MetLife Mature Market Institute.
December 01, 2010
Jazz, Children and RetirementGood investment advisors, I would argue, are like jazz musicians.
December 01, 2010
Liability-Driven Investing: Plan Sponsors Indicate High InterestHalf of pension plan sponsors are using liability-driven investing strategies in their plans, down just four percentage points from 2009, according to an SEI Global Quick Poll released Wednesday.