Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Auto IRA Legislation Likely to Pass in 2010: Retirement Plan Advisor, December 2009
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniSmall businesses worry about cost, administrative hassle of complying with new law
December 09, 2009
UBS Shifts to 'Bucket Planning'One of the enduring debates among financial advisors has been the preferability of the traditional asset allocation method versus the "bucket approach" to retirement-income planning. In...
December 09, 2009
Forecasting the Cost of Long-Term CareThe LTC Cost Calculator includes adjustable "sliders" so individuals can view various scenarios in real-time, setting the stage for in-depth discussions and considerations of risks.
December 09, 2009
Retirement Risk Index: Up as Investors DisengageFor financial advisors, there is an opportunity to reengage households by demonstrating an understanding of the frustration being felt, consistently offering relevant solutions and appropriately rebuilding balance sheets.
December 09, 2009
Who Sponsors the Top 401(k) Plans?BrightScope rates the plans with $1 billion or more in assets.
December 03, 2009
Polar bears and pre-retirees - which is really endangered?I'm routinely told by detractors to stay off politics. "What does this have to do with boomer retirement?" is a frequent retort to a particular...
December 03, 2009
Americans Worry About Basic Expenses in Retirement, but Silver Lining for AdvisorsAmericans today are most concerned about meeting basic living expenses in their retirement years according to the 2009 Investments and Retirement Survey from The Hartford Financial Services Group.