Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Balancing Predictability and Volatility
By Ed McCarthy, CFP, RICPThe market's volatility has reinforced the need for diversification among income sources in retired clients' portfolios, and a recent study, "Four Strategies for Retiring Clients,"...
November 01, 2008
Reinvesting Profits to Generate IncomeStephan Cassaday, CEO of Cassaday & Company, Inc., has developed a retirement investment process that he uses to make sure retirees do not outlive their...
October 31, 2008
No one is short on theories about taking required minimum distributionThere 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
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
Older Workers Expect to Delay Retirement Due to Economic TurmoilIf the economy does not improve significantly, over six in 10 workers aged 45 and older say it is likely they will delay retirement and work longer, then spend less in retirement.
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
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 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...