Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Mutual Funds You Can Trust
By David J. DruckerIn case you haven't noticed, Morningstar has been characterizing the mutual funds you research on its pages (or through its electronic services) as to their...
October 31, 2006
The PPA deliversPrior to PPA, there was no way for a person to transfer money held in an IRA to a charity without first recognizing the contribution in income. To correct this, PPA allows for qualified charitable distributions (QCDs) from IRAs (excluding SEPs and
October 29, 2006
AIMS' MacDonald Discusses Income Planning's PromiseIt is rare to get a second chance after missing an opportunity, but life insurers are getting just that, according to Robert MacDonald, an industry ...
October 29, 2006
AIMS' MacDonald Discusses Income Planning's PromiseIt is rare to get a second chance after missing an opportunity, but life insurers are getting just that, according to Robert MacDonald, an industry ...
October 26, 2006
Insurance Costs Increase in the New YearThe Medicare Modernization Act of 2003 mandates that beginning in 2007, an individual with modified AGI of more than $80,000 per year or a married couple exceeding $160,000 per year will pay a higher percentage of the Medicare Part B premium.
October 25, 2006
An In-Depth Look at RetirementThe Employee Benefit Research Institute (EBRI) has published an in-depth book that examines, among other issues, the changing pattern of retiree income across the age spectrum, taking into account the additional amounts that today's workers need to save to retire with sufficient funds to meet basic living expenses.
October 25, 2006
Still Not ReadyAlthough they might express a strong level of confidence in their savings for retirement, when it comes to crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey conducted by MFS Investment Management,...
October 25, 2006
What Effect Would a Democratic Win Have?With the November 7 midterm elections close at hand, many political analysts in Washington are predicting that the Democrats will indeed win back the 15 seats needed to take control of the House of Representatives. Republicans worry they will lose 23 to 27 seats in the House and they will...