Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Outlook Improves 'Somewhat' as Workers Embrace Auto-Features: Survey
By Melanie WaddellRetirement savers are more optimistic about how much theyve saved, but inertia and competing demands keep them from saving more, a J.P. Morgan survey says.
July 25, 2016
How to Comply With IRA Comp Rules Under DOL FiduciaryAdvisors beware: Its a prohibited transaction for tax-qualified, ERISA-governed retirement plans, including IRAs, to pay more than reasonable compensation to the plans service providers.
July 22, 2016
How to Save Retired Clients Thousands in Medicare CostsWealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
July 22, 2016
Investors Are Getting Ripped Off on Index Fund Fees, Lawsuits SayNew York Life employees allege that its MainStay S&P 500 index fund in their 401(k) has much higher fees than comparable index funds.
July 22, 2016
Social Security Bill Would Raise Retirement Age, Slow COLAsThe Save Our Social Security Act employs a combination of revenues, benefit adjustments and raising the retirement age while preserving early retirement.
July 22, 2016
A Tale of Woe: Boomers Trying to Build a Retirement Nest EggEight in 10 boomers don't know the amount of pre-retirement income theyd feel comfortable living on into their golden years.
July 21, 2016
Why Companies Don’t Want Workers to Put More in Their 401(k)sRetirement experts enthusiastically endorse automatic 401(k) features, but companies remain skeptical.
July 21, 2016
25 Best Countries for Retirement Security: 2016Is the U.S.A. number one? Not even close when it comes to its retirement system, according to Natixis.