Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Blue Vault Report: Non-Traded REITs Market Sees 12 New Offerings in 2009
By Joyce HansonA record number of non-traded real estate investment trusts were launched in 2009, adding 12 new REITs to the universe of 36, independent research firm Blue Vault Partners announced this week.
May 12, 2010
Center for Retirement Research Finds Healthy Pay Higher Costs than Unhealthy in RetirementAlthough current health care costs for healthy retirees are lower than those of the unhealthy, the healthy actually face higher total health care costs over...
May 12, 2010
Center for Retirement Research Finds Healthy Pay Higher Costs Than Unhealthy in RetirementFinding attributed to longer life spans for healthy individuals, translating to higher health care costs in long run
May 12, 2010
NFIB Index Shows Small-Business Optimism at 19-Month HighBy Joyce Hanson After seven straight quarters of readings below 90, the National Federation of Independent Business' index of small business optimism showed a 3.8-point gain...
May 12, 2010
LIMRA: Income Planning Gets More Advisor AttentionRetirement income planning is taking on more prominence in advisors' practices.
May 11, 2010
LIMRA: Income Planning Gets More Advisor AttentionRetirement income planning is taking on more prominence in advisors' practices.
May 10, 2010
Fiduciary Expert Ron Rhoades on the Status of the Broker/Dealer Exemption(This story originally appeared on WealthManagerWeb.com) Whatever happened to the repeal of the broker/dealer exemption allowing brokers to give advice to customers--but not require a fiduciary...
May 07, 2010
Phil Demuth, Advisor and Bestselling Author, on Why Roth Conversions Are Falling FlatIt was supposed to be the perfect confluence of events. Tax law changes embedded in the Tax Increase Prevention and Reconciliation Act of 2005 lifted income restrictions on those converting from Traditional IRAs to Roth IRAs in 2010.