Defined Benefit Plans

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Roth Conversions Get More Attractive As Market Slides

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One advisor says he saves clients up to a million dollars in lifetime taxes by timing conversions.

Rethinking The 4% Rule

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Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

Why Advisors Are Rethinking The 4% Rule

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Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

Pimco Warned U.S. Treasury That Russia Sanctions Will Hit Pensions

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The company said U.S. pension funds would face losses if fund managers are forced to write down their Russian holdings.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

In Uncertain Times, Do Annuities Make Sense?

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Annuities can play a role in different ways during periods of volatility.

Goals-Based Investing

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This investment strategy enables advisors to help clients meet personal objectives without chasing returns.

Illinois Gets Third Upgrade On Rebounding Revenue, Reserves

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Illinois has made strides in recent years toward shoring up its finances, aided in part by billions in federal aid.

How To Fix The Broken U.S. Retirement-Savings System

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The country can do better than its current mess of regressive tax breaks. A fairer, simpler system wouldn't even cost more.

Superstitious Retirement

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Retirement is not something you have to pray for luck about.

Challenging Modern Portfolio Theory

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“A good portfolio is more than a long list of good stocks and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of...

The Oh Sh*t Moments Of Retirement Planning

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Preparation for life events is underrated. And uncommon.

Covid's Effect On Long-Term-Care Insurance

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Underwriting standards appear to be getting tougher.

Alarming Amounts Of Money Are Leaving Retirement Plans, Says Morningstar

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That decrease cuts the leverage that retirement plan sponsors have in negotiating with asset managers.

Proposed IRS Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

New Bill Would Allow 401(k)s To Use Annuities As Default Investment

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The bipartisan proposal would allow plan participants to devote up to 50% of their assets to annuities.

J.P. Morgan Tells Advisors To Assume Retirees Will Live To 100

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Increasing life spans are putting pressure on advisors and clients to plan for enough retirement income, the firm said.

U.S. Pensions Face Demands To Exit Hard-To-Unwind Russia Assets

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Unwinding such assets is complex and could mean losses as they are trading at deep discounts.

Cryptos For Retirement Plans

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This advisor helped a client use digital currencies to further his retirement goals.

Calpers Names Nicole Musicco As New CIO

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She becomes the second woman ever to run investments at the largest U.S. public pension fund.

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