Retirement Planning

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 »
Half of plan investors don't understand how professionally managed accounts actually work, according to a new study by Fidelity. Read More »
Advisor encourages her client to take advantage of ex-spousal benefits even though the client didn’t want anything to do with her ex. 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 »
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 »
The gap between the top and bottom target date funds has narrowed since the 2008 collapse. Read More »
As stock prices fall, 401(k) participants are advised to avoid cashing out and instead buy more stocks; Plus, steps to successfully apply for Social Security disability. Read More »
Advisors should start getting up to speed now if they want to keep their heads above water when the rule begins to be implemented later this year, experts say. Read More »
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