Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
November 01, 2006
Advisors: Natural FacilitatorsLast month we addressed how MainStay Investments' 2006 edition of the Across Generations research identified, among mass affluent investors, the communications disconnect between generations when...
November 01, 2006
Now and ThenWhen it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Not only do...
November 01, 2006
Mutual Funds You Can TrustIn 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...
November 01, 2006
Watch Those Fees!The United States Department of Labor is determined to issue a new fee-disclosure rule by year-end that will require mutual fund companies and retirement plan...
October 31, 2006
Staying certifiedIt is said that the Certified Financial Planner designation is becoming the industry standard. More and more consumers are seeking advisors who are certified, who have been through rigorous testing, and who work and live by a code of ethics and
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.