Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
RothCalc2010 Aids Advisors in Roth IRA Conversions: Retirement Plan Advisor, January 2010
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniiPhone app can help drive clients to consider the option
Boomers will fuel future drug boom
January 14, 2010
All eyes on the health care prizeIf it's Tuesday, this must be Boston. As many pundits before me have noted, what an upset it will be if Republican challenger Scott Brown...
January 14, 2010
Is there a place for ETFs in 401(k)s?Exchange-traded funds are gaining traction in 401(k) plans, the Wall Street Journal reports. BlackRock Inc. estimates that investors hold at least $2 billion worth of...
January 06, 2010
Pre-Retirees Need to Do More, Wells Fargo Study FindsCurrent savings rates are unlikely to fund the retirement lifestyles many expect, according to fifth-annual Retirement Fitness Survey from Wells Fargo & Company.
January 06, 2010
What to expect with retirement benefitsHere's a quick recap of the more important changes to your clients' retirement benefits this year (courtesy of Emily Brandon of US News and World...
January 06, 2010
Roth Conversion: Fidelity Shares a ToolDeveloped by SunGard, the online Roth IRA conversion calculator can be used by broker/dealer clients of National Financial.
January 06, 2010
Funded Floors for RetirementYes, things are bad and perhaps even worse than we know. Yet, we can do something about it.
January 05, 2010
Cashing in on boomer retirementThe Washington Examiner's Cathy Gainor notes that over the next decade, the mighty baby boomers, more than 80 million strong, will enter their golden years....