
Lee Conrad
Former senior editorLee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.

Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
Working longer and taking on a part-time job are two of the simple strategies for seniors to curb the impact of a market correction. But there are other tips to consider as well.
The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.
Taking these steps can help clients insulate themselves from some of the market volatility that we've been experiencing recently, says one expert.
If your client's goal is to save more for retirement, there are some simple steps they can take to make that resolution stick.
This strategy enables retirees to restrict their application to spousal benefits and allow their benefit to grow until they reach 70.
Clients are advised to diversify their tax positioning when investing for retirement, one expert says. This can be done by contributing to three buckets: taxable, IRA (pretax) and Roth (posttax).
When your clients say they want to invest like celebrity billionaires, point out that they already have one thing in common — some years are good, some are bad.
There can be benefits in enrolling simultaneously, but there are also incentives to consider in waiting on Social Security, instead of claiming benefits at 65 when Medicare kicks in.
Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.
A widely held view is that a lot of spending is wasted on “heroic” measures at the end of life, but it’s difficult to know which patients are in their final year.
Millennials should start setting money aside early and consistently, but without depriving themselves.
One of the major provisions of proposed legislation would require 401(k) plans to offer annuities so participants could create new income streams.
Despite Social Security's financial woes, the revenue shortfall can be easily fixed, say experts at Boston College Center for Retirement Research. But it will only go so far in paying for living expenses.
Some people have a hard time getting their one-time pass code to log on to their My Social Security account.
Workers should urge their employers to offer this savings option in their 401(k) plans to save for emergency and unforeseen expenses.
Wirehouses will begin transforming their business models to mirror the bank channel in many way, says industry recruiter Mark Elzweig.
The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.
Here we conclude the fourth and final segment of the Top 100 Bank Advisors. You can see all the other rankings (1-75) in our corresponding slideshows.
Here we present the third segment of the Top 100 Bank Advisors. You can see the top 50, as well as those who ranked 76-100, in our corresponding slideshows.
Here is the second segment of the Top 100 Bank Advisors. The top 25, as well as those who ranked 51-100, are included in the corresponding slideshows.