Updated Thursday, July 31, 2014 as of 9:30 AM ET
Retirement Planning: How to Get Clients' Attention
Lost in short-term planning or more focused on recovering from the financial crisis, many Americans arenít paying enough attention to retirement planning.
A recent study by Edward Jones revealed that 28% of Americans said they spend more time thinking about vacation planning while 25% say they think about saving for retirement.   more »
More in Retirement Planning
Can Social Security benefits be seized by collectors; Key numbers to know for a successful retirement; Costly mistakes to avoid more »
6 ways low savers can catch up; Pitfalls of longevity annuities; 50 important stats about long-term care more »
Using multiple accounts for a Roth IRA conversion gives clients a chance to separate winners and losers after the fact. more »
The U.S. Supreme Court has limited bankruptcy protection for inherited IRAs. Here's how you can continue to take care of clients' hard-earned legacies. more »
When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »
The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements. more »
Many independent advisors say they consider themselves fiduciaries, even if they aren’t legally obligated to adhere to that standard of care. So why are so many opposed to the DoL's expected proposal? more »
What's driving this new interest? Follow the money: U.S. retirement assets totaled $23 trillion in the first quarter of this year. more »
These combination or hybrid products package long-term care coverage with a life insurance policy or annuity-like product. more »
On October 22, 2010 the U.S. Department of Labor proposed to broadly amend the definition of fiduciary under ERISA as a person who provides investment advice to plans for a fee or other compensation. The rule has generated a lot of controversy, and the DOL has delayed the redraft of it until at least January 2015. more »
The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans. more »
Dos and Don’ts with 401(k) Plans; Building Retirement Savings; Income Strategies more »
Paul Mahan is back in his old position at Commonwealth after a month with LPL Retirement Partners. more »
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