Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Schwab Acquires 401(K) Company
By Staff WriterOne month after announcing it will sell its U.S. Trust unit for $3.3 billion in cash, Charles Schwab Corp. announced an acquisition, albeit a much...
December 01, 2006
NEWS & PRODUCTSMorningstar has introduced Morningstar Retirement Income Strategist, a Web-based financial planning tool designed to help advisors create comprehensive analyses for clients who are nearing or...
December 01, 2006
More Than Just Account AggregationAny advisor who's worth his salt knows that to adequately assess whether a client is on target to retire comfortably, he must have a handle...
December 01, 2006
Young SpendthriftsYoung people are not saving for their future. Drs. Christopher Thornberg and Jon Haveman of Beacon Economics, based in Los Angeles, released a study in...
December 01, 2006
Pension Act Reforms for DB and Hybrid DC PlansFor those trying to devise defined benefit (DB) and hybrid defined benefit/defined contribution (DC) plans that fall under the employer deduction rules of the Pension...
November 21, 2006
Raising the Savings RateA paper released by The Retirement Security Project estimates that savings incentives for middle- and low-income workers like automatic enrollment in 401(k) plans, automatic IRAs, expanding and improving the Saver's Credit, and allowing taxpayers to split direct deposit of tax refunds into several accounts could increase net national savings by...
November 21, 2006
Senior Survey Says...They have certainly read enough about the increasing needs for proper retirement plans and personal retirement savings accounts, but according to a recent survey conducted by MFS Investment Management, affluent retirees rely most on pensions and Social Security to pay their retirement expenses.
November 21, 2006
Looking Under the HoodThey're one of the most popular investment vehicles for retirement, and yet despite their ever-growing appeal, there is little information in the market about life...