Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Don't believe the hype
By John SullivanMost famously uttered by rapper Flava Flav, but apropos none-the-less. An article posted at www.wsj.com last Tuesday is causing quite a stir. Carmen Reinhart and...
February 04, 2009
Industry News: Required Distributions Suspended for '09It'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 04, 2009
Liability-driven investment strategies outperformed traditional allocations in '08Pension funds that used so-called liability-driven investment (LDI) strategies outperformed funds with traditional asset allocations in 2008 by a significant margin, according to global consulting...
February 04, 2009
Portfolio Management: Keeping Retired Clients on CourseMonte Carlo simulations are a significant improvement over forecasting methods that don't allow for variable results. But there's still a potential problem with the analyses.
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
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 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...