Navigating Market Volatility and Retirement
Targeted news and analysis focusing on how advisors can help their clients effectively manage this unusually difficult market uncertainty and key retirement issues.
News Coverage
Helping Clients Recession-Proof Their Retirement Income Stream
In light of recent volatile market swings, now is a good time to review clients' portfolios to ensure their retirement income stream will be resilient enough to withstand the next inevitable recession.
How to Find the Best Social Security Claiming Strategy
As the retirement experience evolves, new questions arise about when to start claiming Social Security benefits.
Social Security: 5 Common Misconceptions and Myths
These knowledge gaps can lead to clients making ill-informed decisions about an important source of retirement funding.
Why Gauging Sequence of Returns Risk Is Vital in This Market
Market volatility fueled by coronavirus concerns provides a good reminder that things can change quickly.
For Retirement, Devising an Income Plan Is as Vital as a Saving Plan
Advisors spend significant time plotting retirement saving strategies, however, developing sustainable income strategies is just as critical.
Your Retiring Client: Addressing Longevity Risk
Helping a client find income to cover living costs in retirement is challenging, yet offers an opportunity to demonstrate your value.
A Roth 401(k) or Traditional 401(k) — What to Consider Despite Market Volatility
Beyond which plan investment options to choose, your clients will most likely want to know whether or not to contribute to the Roth option in their plan or stick with the traditional option. This conversation is important to have regardless of how the marketing is performing.
How to Walk Older Clients Through Volatile Times
Amid the market turmoil, advisors will need to make a greater effort to manage communication with older clients.
Making the Most of the Tax-Filing Extension
With the tax-filing deadline extended to July 15 by the IRS, retirees have a chance to consider a few tax strategies.
Is Your Client Making the Right Move With Their Old 401(k)?
Here's what they should be considering in light of market volatility.