Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top-performing plans
By Mike WerlingConsumers have a couple of different options when it comes to putting their money into 529 plans. They can go it alone through direct consumer...
September 01, 2009
Pensions, Social Security Face ChallengesPension plans' funded status and the outlook for Social Security continue to appear bleak. A new study by global consulting firm Mercer has found that after...
September 01, 2009
Retirement NewsAccording to an analysis of Federal Reserve data published recently by the Employee Benefit Research Institute (EBRI), median asset levels in defined contribution (401(k) and...
September 01, 2009
Retirement Planning: Time for Non-Traded REITs?Finding an asset class in the midst of a recession that will provide retiree and pre-retiree clients with exactly what they need--a steady stream of...
September 01, 2009
Retirement Income Reporter: Perceptual TechniquesWhat happens when the hunter confuses the shadow for the prey? Well, you miss the shot and you go hungry or worse. What happens if your...
September 01, 2009
Annuity Analytics: How Much to Allocate to Annuities?If a client asked you how much of her retirement nest egg should be allocated to risky stocks versus safe bonds, I presume you'd...
September 01, 2009
The Affluentialist: Building Retirement Portfolios NowIn my June column we examined how retirement planning specialists with a significant list of near- and post-retirement clients deliver their services. These advisors,...
September 01, 2009
Danger & Opportunity: Stitching Together Healthcare ReformThe healthcare debate moved outside the beltway in August, as members of Congress headed back home to face, in many cases, angry mobs of constituents...