Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
House Approves Estate Tax Bill
By Melanie WaddellDemocratic bill would make tax permanent
December 01, 2009
Solutions for the New Retirement RealityIn the wake of the market meltdown that devastated many a retiree or near-retiree's portfolio, what is the role of the advisor? In a two-day...
December 01, 2009
Danger & Opportunity: The Empire State's New POAEffective September 1, 2009 the New York State Power of Attorney Law (found in General Obligation Law, Article 5, Title 15 (Sections 5-1501 to 5-1514)...
December 01, 2009
Retirement Planning: Income Plans, Merrill StyleMerrill Lynch Global Wealth Management announced October 26 a new retirement income program, available to its 15,000 brokers, one of whose components--My Retirement Income--allows clients...
December 01, 2009
Walking the Fiduciary Line on RetirementThe definition ERISA uses for fiduciary status is functional, which means that even if brokers or registered representatives do not acknowledge that they are acting...
December 01, 2009
Retirement NewsIn testimony October 28 before the Senate Special Committee on Aging, Phyllis Borzi, assistant secretary of labor for the U.S. Department of Labor's Employee Benefits...
December 01, 2009
Annuity Analytics: Truth in Retirement-Product LabelingMost readers of this column know that the annuity is one of the most misunderstood -- and often abused -- terms in the lexicon...
November 19, 2009
Men, young retirees more confident about retirementWomen may be taking the recession a little personally. A recent survey from Wells Fargo found 29 percent of boomer women are angry about the...