Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Collective Investment Trusts (or CITs) Gaining Momentum
By Ed McCarthy, CFP, RICPCITs' fees can be lower than those of actively management mutual funds, and they are overseen by banking regulators.
February 01, 2010
Retirement Planning: Top Trends in RetirementHere's what's on the retirement planning horizon for 2010: a focus on longevity risk and new retirement savings vehicles--namely the auto IRA and DB(k)--for workers....
February 01, 2010
Retirement Boot CampIt's tough and intense, exacting and disciplined. It's retirement boot camp, and clients who don't get with the program could find themselves financially unfit...
February 01, 2010
Annuity Analytics: Age-Old Lessons From JapanOne of the many disorienting feelings that eventually hit you once you arrive in Japan -- or at least for people who think about demographics...
January 28, 2010
Tax strategies for Roth conversionsBy converting a traditional IRA into multiple Roth IRAs, wealthy boomers can save on taxes even if their accounts lose value, Bloomberg reports. The new...
January 28, 2010
Boomers hear better than their predecessorsSay what? The Associated Press reports on research recently published in the American Journal of Epidemiology, which shows the rate of hearing problems for boomers...
January 28, 2010
State of the boomer unionSo now that the president's speech is over, what do boomers think? According to a study by BBC World News American and Harris Interactive, 89...
January 28, 2010
Obama's Rapture and reform"I never thought the mere fact of my election would usher in peace, harmony and some post-partisan era," the president noted last night. Actually, Mr. President,...