Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Taking the Self-Directed IRA Route
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThis 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
Boomers and bond-ownership54.5 million -- Number of households that owned equities or bonds in the first quarter of 2008. 86% -- Percentage of older boomers with...
December 18, 2008
Boomers looking for financial guidanceThe past year has been hard on boomers. Research from The Hartford Financial Services Group Inc. shows keeping up with daily expenses; last year, boomers'...
December 18, 2008
151 reasons to dump CoxCall it a Hail Mary. With SEC credibility in the toilet, Obama looks to FINRA head Schapiro to take the reins. Pity Cox (to a...
December 18, 2008
The Future of HSAsAs 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
Obama's Schapiro selection already facing scrutinyObama's selection of Mary Schapiro to head the Securities and Exchange Commission is already coming under fire. Wall Street Journal political reporter T.W. Farnum, claims...
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...