Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Focusing on Smaller DC Plans
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThere is no doubt that defined contribution (DC) plans, which are already quite firmly entrenched in corporate America, are going to gain even more ground...
February 04, 2007
Income Planning A Lifelong ProcessIs income planning a way of life? And if it isn't, should it be?Financial advisors as well as insurance executives say that the need for ...
February 04, 2007
Income Planning A Lifelong ProcessIs income planning a way of life? And if it isn't, should it be?Financial advisors as well as insurance executives say that the need for ...
February 01, 2007
A brighter future for Roth 401(k) arrangementsA qualified Roth 401(k) contribution program is an arrangement authorized by IRC Section 402A that allows a 401(k) participant to elect to have all, or a portion, of his annual elective plan deferrals treated as Roth contributions. Under the
February 01, 2007
HSA ChangesDownload a document outlining proposed changes the health savings accounts (HSA) under H.R. 6111 here.
February 01, 2007
The Near Future in Retirement PlanningBesides Department of Labor (DOL) fee-disclosure rules requiring mutual fund companies and retirement plan providers to disclose the amount they are charging and to whom,...
February 01, 2007
Taking Advantage of the Pension Protection ActThe Pension Protection Act (PPA) signed into law last August is among the most important and comprehensive pieces of legislation in several decades, and a...
February 01, 2007
Clear Road AheadAs the Department of Labor and Congress zero in on disclosure of fees associated with qualified retirement plans, the independent broker/dealer Commonwealth Financial Network recently...