Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
IRAs Still Underutilized, Survey Finds
By Melanie WaddellA new study by Fidelity Investments and its clearing arm, National Financial, reveals that despite the fact that seven out of 10 people fear they won't have enough money to live on in retirement, only 46% of them are using an IRA for retirement savings.
January 01, 2007
Raising the Savings Rate"The Potential effects of Retirement Proposals on Private and National Saving: Exploratory Calculations," a paper released by The Retirement Security Project estimates that savings incentives...
January 01, 2007
A Healthy New YearGrowth of Health Savings Accounts (HSAs) and pricing pressure on brand name pharmaceutical manufacturers are among the top seven healthcare industry issues identified in The...
January 01, 2007
The ABCs Of RetireesAs the population ages and the markets become increasingly challenging, two trends have become top of mind for advisors: the dominance of retiring baby boomer...
January 01, 2007
Confessions of a VA CriticIn the mid 1990s, I published a widely cited research study, jointly with Dr. Steven Posner, on M&E fees in variable annuities.
December 28, 2006
Matching Assets and Retirement NeedsThe Retirement Income Industry Association (RIIA) has just launched the first in a series of in-depth reports providing cutting-edge research that gets to the heart of the retirement income challenges facing millions of baby boomers across America.
December 28, 2006
Schwab Acquires 401(K) CompanyOne month after announcing it will sell its U.S. Trust unit for $3.3 billion in cash, Charles Schwab Corp. announced an acquisition, albeit a much...
December 28, 2006
Playing Follow the LeaderOften the simplest information is the most effective, says John Samore, founder of GrowYourRetirement.com, a subscription-based Website and e-mail service that provides information based upon Samore's own investment experience to people interested in investing a portion of their retirement savings in the stock market. Tired of what he calls the...