Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
No one is short on theories about taking required minimum distribution
By Jim ConnollyThere are all kinds of theories associated with taking required minimum distributions, as is evidenced by the different approaches detailed by financial advisors interviewed by Income Planning.
October 30, 2008
New regulations for reverse mortgagesNew regulations regarding reverse mortgages will raise the loan limit on mortgages guaranteed by the federal government, according to the New York Times. The new...
October 30, 2008
Global REIT markets continue to cope with financial crisisAsia and Europe's public markets continue to outperform the North American REIT market. However, global REIT markets continue to cope with the credit crunch --...
October 30, 2008
Help the richNow long forgotten, in July 2005 the Congressional Budget Office expressed surprise at the extra $100 billion in unexpected tax revenue it received. There it...
October 30, 2008
Nationwide Plan Gets Ahead of Fee Disclosure CurveColumbus, Ohio-based Nationwide Retirement, a provider of retirement plans, is getting ahead of both regulation and legislation calling for increased fee disclosure in retirement plans with the release of its new 401(k) plan, Clear Advantage.
October 29, 2008
History LessonsIt has been nearly 80 years since Franklin Roosevelt won his first of four presidential elections, launching his wife, Eleanor, onto the national political stage.
October 28, 2008
Boomers bet on long-term careA majority of boomers are concerned about long-term care, enough to determine how they will vote in next week's election. Eighty-four percent say the candidates'...
October 28, 2008
Obama addresses pressing boomer issuesPresidential candidate Sen. Barack Obama sat down with AARP's Prime Time Radio yesterday to discuss those issues facing boomers. On health care: "It's very important that we...