Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
ASPPA, NTSAA Oppose SEC Municipal Advisor Proposal
By Arthur D. PostalASPPA and the NTSAA say a U.S. Securities and Exchange Commission municipal advisor regulation proposal exceeds the intent of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
April 01, 2011
The Annuity ImperativeRetirees and near-retirees often wonder whether they should purchase an annuity to provide sustainable lifetime income — in effect, a guaranteed…
March 30, 2011
Wake up, middle marketIt's been several weeks since I last blogged about "scary retirement statistics," so I think it's time for another batch of them.
March 30, 2011
Wake up, middle marketIt's been several weeks since I last blogged about "scary retirement statistics," so I think it's time for another batch of them.
March 22, 2011
DOL’s Phyllis Borzi: Women in Wealth ProfileAt the helm of the Department of Labor’s Employee Benefits Security Administration, an activist reshapes the future for all of us.
March 22, 2011
RIIA Spring Conference: Putnam’s Reynolds Calls for FDIC-Like Lifetime Income AgencyAs Reynolds said that a government agency would protect retirees and boost confidence in these income funds, he also unveiled Putnam's plan for a suite of retirement income funds.
March 14, 2011
Tax Penalty Exceptions: Early Distributions From IRAsDon’t overlook exceptions to the 10% tax penalty on early distributions from IRAs; they can save your clients a bundle if they need to tap their retirement account early.
March 14, 2011
Tax Planning Advice: Consider a Roth IRA Conversion—Tim SpeissPaying the tax on converted IRA assets at a 35% rate may be advantageous for clients.