Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Beware the Chained CPI Link in the New Tax Law
By Bernice NapachIt accelerates moves into higher tax brackets, slows the growth of deductions and sets the stage for lower Social Security COLAs.
January 02, 2018
Gen Xers Get Some Good Economic News (Sort of)Their household wealth is rebounding from the Great Recession, but their "sandwich generation" status still haunts them.
January 02, 2018
Early Retirement Aligns With Early Death, Study FindsA new report finds an increase in male mortality immediately after age 62, which is when Social Security eligibility begins.
January 02, 2018
Here’s What the $27 Trillion US Retirement Industry Looks LikeWhere the money is, from target-date funds to defined benefit plans, to DC plans, to IRAs.
December 29, 2017
Workers Regret Not Saving More for Retirement: StudyAs a top personal regret, it beat out failing to be a better person or not having better relationships, American Century found.
December 29, 2017
A Top UBS Advisor Looks Ahead to 2018Barron's top advisor Jonathan Murray and UBS senior lobbyist John Savercool talk to ThinkAdvisor about post-tax reform investment opportunities and the regulatory landscape.
December 28, 2017
What Makes the US Retirement System a Bad ExampleA Dutch pension fund manager shudders at the thought of individuals doing it all themselves.
December 28, 2017
Kentucky Pension Sues Over ‘Black-Box’ Hedge FundsInvestments failed to deliver on any of their promises, the lawsuit alleges.