Retirement Planning: Are You Asking the Wrong Questions?
Advisors who are helping clients prepare themselves financially for retirement are only doing part of the job needed.
More in Retirement Planning
American workers and retirees are expressing higher confidence about their ability to afford retirement this year, even though there is little sign they are taking the necessary steps to achieve that goal, according to a new survey. more »
Amid flagging confidence in retirement security, advisors can change the conversation by focusing on outcomes and planning for sustainable income. more »
Long-term care costs are rising steadily nationwide, but the costs vary significantly across the country, within each state and by the type of care needed. more »
Federal authorities for the first time have directly included rollovers and IRAs in their latest fiduciary standard proposal, and that could have a huge impact on firms in a fast-growing and profitable segment of the retirement savings industry. more »
Advocates for a new, stricter standard say momentum is on their side, while opponents argue that the rule-making process is too hasty. more »
The much-anticipated DoL proposal extends a fiduciary standard to thousands of brokers and advisors providing investment advice on retirement accounts without barring certain types of compensation. But details on enforcement are still forthcoming. more »
New research finds that advisors can play a critical role in alleviating some of boomers' retirement anxiety -- even if they may underestimate how long it takes to build client trust. more »
Despite fears of rising interest rates, long-term Treasury bonds are worth considering. more »
Lawmakers may eventually prevent heirs from cashing out inherited IRAs over their lifetime. But that could actually be good news for both clients and advisors. more »
The amount of money socked away in retirement accounts jumped up 6% with U.S. retirement assets totaling nearly $25 trillion at the end of December 2014. more »
Dream Forward Financial wants to take a bite out of the customer base of traditional plan providers like Fidelity by offering what it says is transparent and cheaper service. more »
Women tend to have similar priorities to men, but an array of different challenges. A recent Pershing study outlines six key differences that advisors should consider when working with female clients. more »
The IRS is reminding taxpayers who turned 70-1/2 during 2014 that they most likely need to start taking required minimum distributions from their IRAs and other retirement plans by April 1. more »
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