Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
AARP, States File for Rehearing of DOL Fiduciary Case
By Melanie WaddellThe retiree group said it intervened to protect retirement investors because the Labor Department most likely wouldn't.
April 23, 2018
Women Face Different Life Journeys and a Huge Wealth Gap: Merrill, Age WaveThe gender wealth gap between men and women at retirement age may be more than $1 million, Age Wave finds.
April 23, 2018
Pershing Launches New Retirement Plan Oversight Tool: Portfolio ProductsVestwell Partners also introduced a new retirement platform and Harvest added a new hub for practice management.
April 20, 2018
Consumers Expect You to Know About Taxes: MDRTNo word on whether clients expect you to know how to bake a cake, or how to patch a flat.
April 18, 2018
SEC OKs Best-Interest Proposal for BrokersThe proposal will go out for a 90-day comment period; Commissioner Kara Stein dissented.
April 17, 2018
New SEC Ad Promotes Background Checks of Investment ProfessionalsMore than 9 million new users have used Investor.gov since it launched in October 2009.
April 16, 2018
The Backdoor Roth IRA: Investing Rules of the BackroadsHere's a workaround for higher income clients who are technically barred by IRS income limits on Roth contributions.
April 16, 2018
Advisors See HSAs as OpportunityAren't HSAs the purview of benefits brokers? Not anymore.