Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
IRA rollovers: 10 tips to get it right
By Staff WriterThe potential business building benefits in the IRA rollover market is staggering - to say the least. But, so are the red flags and potential...
May 08, 2008
A Need to Work TogetherThe government and policymakers must work together if the 401(k) plan is going to remain the dominant private-sector device for retirement savings, said Paul Schott...
May 01, 2008
Making Volatility a Retiree's FriendJ. Michael Martin's goal for his clients, about 80% of whom are retirees or those getting ready to retire, is not to have a negative...
May 01, 2008
NEWS & PRODUCTS, MAY 2008According to recent data released by the Employee Benefits Research Institute (EBRI), for fiscal year 2009, employee benefits-related tax expenditures ($347.9 billion) will account for...
May 01, 2008
Retirement Risk RedefinedIn a story as poignant as it is telling, an Illinois wealth manager related that he and his two sisters must now provide for their...
May 01, 2008
Ahead of the GameMany affluent Americans are addressing economic uncertainty by modifying expenses in the short term, and maintaining retirement investing for the long term, according to new...
May 01, 2008
Three Sources of IncomeAcademic research shows that, over our lifecycle, we can generate income from three major sources: human capital, social capital and financial capital. Chart 1 illustrates how...
May 01, 2008
Introducing the Wealthy to Roth IRAsAdvisors take heed: the income limit for those who can convert their retirement holdings from a traditional IRA to a Roth IRA (now applicable to...