Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
January 14, 2009
Firm stability and fund selection trump performance as key drivers of mutual fund loyaltyMarket volatility means today's investor no longer looks at a mutual fund's performance, but the stability of a mutual fund company and the breadth of...
January 12, 2009
Self-employed and micro-business tax changes include retirement savings opportunitiesMicro-businesses and the self-employed should be aware of a few tax law changes, including increases in retirement savings opportunities, according to The National Association for...
January 12, 2009
Fund managers optimistic for 2009Global consulting firm Watson Wyatt highlights a generally optimistic outlook for 2009 from fund managers. Watson Wyatt's recent survey of fund managers, who collectively have assets...
January 09, 2009
U.S. pension assets - the good news and the bad newsIt might help you sleep at night to know that the U.S. pension system is "better off" than other industrialized nations, according to a new...
January 08, 2009
Working boomers: Retirement savings success6% - Increase in annual retirement income for each additional year a boomer works after retirement.* 23% - Percentage of workers 55 or older...
January 08, 2009
More workers are preserving retirement assets, study saysFrom the Employee Benefit Research Institute: An increasing percentage of retirement plan participants are preserving their retirement assets in tax-qualified accounts, but a significant number are...
January 08, 2009
Boomers await Obama's plan to overhaul retiree spendingWith a record $1.2 trillion deficit, boomers await President-elect Barack Obama's plan to overhaul Medicare and Social Security. The plan would be "a central part"...