Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Attract, Retain and Satisfy Millennial and Gen X Clients
By Michael S. FischerA survey from Nationwide teases out how these generations are different from each other and from older investors.
February 13, 2020
Record Number of Millionaires in Fidelity 401(k) Plans, IRAsAverage balances hit record highs, due not only to the bull market but plan design and better participant habits.
February 10, 2020
Trump's Budget Would Raise College Costs for Most BorrowersThe proposal kills subsidized student loans and makes changes to repayment programs.
February 10, 2020
What Pre-Retirees Worry About as Retirement ApproachesMost retirees are worried about how they are going to combine their various income streams, Schwab reports.
February 07, 2020
Human Capital: Ed Slott Tackles Thorniest Secure Act ProvisionsIn episode #8 of our Human Capital podcast, Slott jumps into the stretch IRA changes, and why the law sets up an "emergency estate planning revision."
February 04, 2020
How to Avoid the Secure Act's Long-Term Tax TrapsOne potential trap: Later RMDs may lead to a bigger lifetime tax bill.
January 29, 2020
10 Investment Income Tax Questions, AnsweredHow the tax affects retirement income, Roth IRA conversions, capital gains and more.
January 27, 2020
Help Clients Predict Health Care Expenses in RetirementAdvisors can provide clients with their desired combination of self-directed and advisor-directed resources to improve the planning process.