Are ETFs the New & Improved Fixed-Income Play?
These products may offer better exposure and liquidity for your clients investing in the bond markets.
More in Retirement Planning
Amid persistent criticism from industry groups, a Labor Dept. official says the comment process will be pivotal to getting the fiduciary proposal right. more »
Handling taxes for both Social Security benefits and plan distributions can be confusing. Here's how to help clients. more »
What marriage equality means for Social Security benefits; Plus, why couples have to negotiate their visions of retirement. more »
Retirement planning is becoming a bigger priority as the oldest members this "401(k) Generation" turn 50, presenting an opportunity for advisors. more »
Bad retirement advice forced a woman to take a job earning little more than minimum wage to make ends meet, her lawyer says. more »
Clients are advised to reconsider including target-date funds in their 401(k) plan; plus, why clients shouldn't convert all their IRA savings to Roths. more »
Female clients have a more positive outlook when it comes to approaching retirement over their male counterparts, according to a new study. more »
Although the 4% initial withdrawal rule has historically done well for retirees, it may not always produce the same results; Plus, tips for retirement savings and why bonds should be a part of your client's portfolio. more »
Planners agree that the strategy is a boon for high-income clients, but controversy swirls around the issue of timing. more »
Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty. more »
Many clients would prefer to stay in their homes as they age -- for both emotional and financial reasons. In-home care costs much less than facilities-based care, and those costs are rising at a slower pace. more »
The U.S. Supreme Court issued a decision that could have far-reaching implications for how long a retirement plan participant has to sue an employer for breach of fiduciary duty in a 401(k) plan. more »
Even taxpayers with professional help can make significant mistakes. See the three failures that tripped up one taxpayer. more »
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