Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Weekend interview: Phil Demuth, advisor and bestselling author, on why Roth conversions are falling flat
By John SullivanIt was supposed to be the perfect confluence of events. Tax law changes embedded in the Tax Increase Prevention and Reconciliation Act of 2005 lifted...
May 06, 2010
Preventable risks cut 4 to 5 years from boomer livesA recent study in PLoS Medicine, an open-access medical journal published by the Public Library of Science, found that four preventable risk factors for chronic...
May 05, 2010
Adding Living Benefits Continues to Boost ResultsAn updated Ibbotson study on annuities and benefits finds (VA+GMWB, SALB) that some steps can increase income and lower risk for retirees.
May 05, 2010
How to Best Time Social Security BenefitsAdvisors need to review the financial implications of when clients start taking these benefits as part of a broader discussion about guaranteed income.
May 05, 2010
Conversions of Roth IRAs Can Build Charitable LegacyUsing a 2010 Roth conversion to enhance charitable giving benefits clients and advisors alike
May 05, 2010
Huntington Bank Opens Family Office in Columbus, OhioHuntington National Bank in Columbus, Ohio, has opened the Huntington Family Office, initially to serve high-net-worth individuals and families in the Columbus area before expanding into other Ohio markets in the near future.
May 05, 2010
EU Official Blasts Moves by Moody's and Standard & Poor's on Portugal and GreeceBy James Kanter (C) The New York Times 2010 BRUSSELS -- The European Union's financial services commissioner, Michel Barnier, vented his frustration with U.S.-based credit ratings agencies...
May 05, 2010
IRA Contributors Falling 40%, Latest Putnam Study FindsNew research finds funding for IRA down sharply in 2010, and Roth conversions are proving unpopular.