Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Sector funds push past ETFs
By Danielle AndrusActively-managed sector funds are lately outperforming exchange traded funds, the Wall Street Journal reports. One reason for the success is that sector funds buy small...
March 15, 2010
Mercer Sees Defined Contribution Plans as Competitive ToolInternational survey finds DC plans remain valuable business-building tool first
March 15, 2010
Mercer sees defined contribution plans as competitive toolMercer Consulting weighed in on the debate over the value of defined benefit (DB) plans versus defined contribution (DC) plans in the cover story of...
March 15, 2010
Roth IRA Conversion BeckonsBig increase in eligibility follows removal of income limits.
March 11, 2010
Despite crash, home equity is still valuableAlthough the housing bubble decimated home values, housing equity is still an important part of boomers' portfolios. The Center for Retirement Research found that after...
March 11, 2010
Fidelity Reports Growing Interest, and Investor Plans for Roth ConversionsA recent Fidelity Investment survey shows tax advisors believe some 43 percent of clients would benefit from a Roth IRA conversion, given that two-thirds...
March 11, 2010
The (middle) kids are all rightA recent study from the MetLife Mature Market Institute calls boomers born between 1952 and 1958 the "middle child" of the boomer generation. Despite being...
March 11, 2010
Study: Confidence stable, but savings are downWhile retirement confidence appears to be stabilizing, preparedness is still dwindling. A study by the Employee Benefits Research Institute found 16 percent of pre-retirees are...