Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Industry News: Required Distributions Suspended for '09
By Ed McCarthy, CFP, RICPIt's bad enough that many retirees' portfolios sustained significant losses during 2008. But income tax regulations on required minimum distributions, or RMDs, can make a bad scenario even worse.
February 03, 2009
Best places for boomers to thriveWhat makes a great boomer town? Considering now would be the best time to retire, bestboomertowns.com compiled research from informative sources like the U.S. Census...
February 03, 2009
New research: 401(k) fees take "substantial" toll on retirement savingsAs 401(k) plan participants become responsible for more of their plan costs, their fee accountability is taking a "substantial" toll on retirement savings, according to...
February 02, 2009
IRA ownership greatest among baby boomersBaby boomers account for 50 percent of all IRA ownership, including traditional, Roth and employer-sponsored IRAs. New research from the Investment Company Institute also shows seven...
February 02, 2009
Mutual funds finally see positive net inflowsEquity mutual funds posted inflows of $6.5 billion as of Jan. 29, according to TrimTabs Investment Research. This is following a previous week in which...
February 01, 2009
Losing May Mean a Move to Cash"The current financial crisis has had a dramatic impact on America's millionaires, reducing their net worth substantially and threatening their ability to maintain both lifestyles...
February 01, 2009
Retirement News & ProductsRecent research by the Investment Company Institute (ICI) found that despite a 40% drop in the U.S. stock markets last year, the vast majority of...
February 01, 2009
The Retirement MissionHow do you create a mission statement? Retired Col. John Dundas runs a leadership development business called Leadership Applied (see www.leadershipapplied.com), and he teaches the...