Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Small Businesses Overpaying for 401(k) Plans: Study
By Marlene Y. SatterThese 533,000 small plans are overlooked by many trend studies, America's Best 401k says.
December 21, 2017
These 5 Cities Will Have Biggest COLA Sticker Shock in 2018A GoBankingRates study examined three key economic indicators to determine which cities would experienced the largest rise in cost of living next year.
December 21, 2017
How Tax Reform Could Affect Energy MLPsWhile MLP unitholders will benefit from the new pass-through deduction, the broader implications of the tax law are more complicated.
December 20, 2017
A Stealth Social Security Cut Is Coming in 2018Laurence Kotlikoff and Jane Bryant Quinn talk to ThinkAdvisor about the future of Social Security and Medicare as a premium hike looms.
December 20, 2017
There’s a Hole in the Retirement Bucket StrategyBucket-based retirement savings strategies have numerous flaws that the next bear market will expose.
December 20, 2017
Tax Bill Drops Bomb on Alimony PaymentsThe GOP tax reform bill changes the tax treatment of alimony (or spousal support) payments in one important way.
December 19, 2017
4 Huge Opportunities to Beat the Tax BillIn a new report, a group of legal experts outlines the major games, legal roadblocks and glitches in the Tax Cuts and Jobs Act.
December 19, 2017
Trump Asks ‘How’s Your 401(k)?’ But Most Voters Don’t Have OneTrump is betting that the rising stock market will help him win re-election. But most Americans don't have 401(k)s and even fewer directly own stocks.