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Preparing for Lower Long-Term Returns: Retirement Scan
Why clients entering retirement should consider adjusting their spending and saving habits; Plus, the 10 toughest investment decisions for retirees.
Why a federal judge ruled that a retirement plan is required to show the custodial agreements it forged with a service provider; Plus, the only annuity solution 'bonus' investors should be looking for. Read More »
Revocable trusts have been used mainly to avoid probate, but they also can help with a variety of unwelcome contingencies. Read More »
Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement. Read More »
The new proposals may end up being the best thing that ever happened to ETNs. Read More »
Worldwide gains in sovereign bonds sent the Japanese benchmark 10-year yield below zero for the first time as investors seeking the safest assets gorged on government debt. Read More »
Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age. Read More »
The Fed chairwoman addresses lawmakers this week with mounting speculation against another rate hike happening in March. Read More »
"There is a de-anchoring of inflation expectations occurring, and this affects how risk-takers are operating in any market that is sensitive to inflation expectations," says a leading market watcher. Read More »
Gold is coming off its best week in more than two years, benefiting from worries about the health of China’s economy, plunging oil prices and uncertainty over U.S. interest rates. Read More »
Retirement savers need to review their asset allocations because many investments are becoming more correlated as the global economy increasingly becomes intertwined; Plus, why the gender gap haunts women even in retirement. Read More »
Retirees should always file for benefits online when possible, particularly when applying for Social Security retirement benefits; Plus, why withdrawal rates matter more than asset allocation in retirement. Read More »
More than half of households that collect Social Security benefits pay federal income tax on those benefits, according to a survey by The Senior Citizens League. Plus, why it's okay for investments to underperform when you're retired. Read More »
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