Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Center for Retirement Research Finds Healthy Pay Higher Costs than Unhealthy in Retirement
By John SullivanAlthough 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
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.
May 07, 2010
Weekend interview: 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...
May 06, 2010
Boomers go to the dogsCould dog breeding be a buffer against outliving retirement income? Probably not, but pet ownership, especially dogs, is common among people over 50, according to...
May 06, 2010
The hobbling of HephaestusLike every other commentator watching Athens burn, I searched for the proper mythological reference. Failing that, I quote Daniel Henninger in today's Wall Street Journal,...