Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Future of HSAs
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniAs of 2008, 9.8 million adults aged between 21 and 64 were either in a consumer-driven health plan or were eligible to open a health savings account (HSA)
December 18, 2008
Taking the Self-Directed IRA RouteThis year-end, perhaps more than any other, Americans whose retirement savings have been devastated by the financial crisis are going to be taking stock of where they stand and trying to figure out what they should be doing.
December 18, 2008
First-time analysis provides data on lifecycle fund utilizationThe EBRI/ICI database, a joint project of the two organizations since 1996, has measured 401(k) plan asset allocation, account balances, and loan activity over time....
December 17, 2008
SEC approves Rule 151AFrom Mike DeGeorge, General Counsel, National Association for Insured Retirement Solutions: Today, by a 4-1 vote, the Securities and Exchange Commission approved the adoption of new...
December 17, 2008
Growing older in America: Changes to boomer trendsExperts on boomer marketing convened at Seattle's "Pig in the Python: Design for Aging Forum" this month to discuss current trends of the generation. Among...
December 16, 2008
SEC to hold public forum on fixed annuity amendments - Update: SEC approves 151AThe Securities and Exchange Commission is holding an open meeting Wednesday in Washington to consider adopting amendments that would define fixed-annuity-related terms under the Securities...
December 12, 2008
Some financial industry sectors will fare better in '09No sector of the securities and investments industry will be exempt from regulation, according to a new TowerGroup research report. However, the electronic trading and...
December 11, 2008
Bailing out the Big ThreeWhat do you think about the bailout for the auto industry? Do you think the Big Three deserves help or should they take their chances...