by Robert Laura
There is a hidden epidemic taking place in the shadows of retirement...
by
Karen DeMasters
Retirement plan advisors soon may be required to scrutinize target-date funds more closely.
by Dan Moisand
In retirement, a dollar in an IRA is worth less than a dollar in a taxable account, but financial advisors can position clients so they keep the most from withdrawals.
by Frank Jaffe
How do we help baby boomer clients who don't have enough money to retire?
How far would you go to help a psychologically impaired client? This advisor went above and beyond.
The Kansas City Fed chief says he's increasingly confident the recovery is sustainable and likely to gain strength.
Pimco's Bill Gross says debt in emerging market countries will offer more return and protection than U.S. bonds as this country continues perpetual trillion-dollar deficits.
by
Jeff Schlegel
The malaise in fixed-income yields is proving to be the perfect excuse for income investors to look at dividend strategies.
More financial advisors are taking extra steps to ensure that female clients are ready for a
longer life--and both the higher costs and tough decisions that go
along with it.
A new variable annuity will allow investors to build their portfolio by choosing subaccounts that invest in ETFs.
Financial advisors have a small window to make sure the right steps are taken so that older clients can make charitable contributions directly from their IRAs.
The extension of current income-tax rates gives wealthy taxpayers the
equivalent of an interest-free loan if they convert a regular
Individual Retirement Account to a Roth by December 31.
by
Karen DeMasters
Despite the financial crisis, equities are still the best bet for a
long-term retirement savings policy, according to a T. Rowe Price study.
by Larry Stein
Clients are looking at their savings and interest rates and thinking their golden years will be more like rusty tin...
by Dan Moisand
Financial advisor Dan Moisand looks at theories behind "safe" withdrawal rates and examines what can derail the best-laid plans.
Some broker-dealers are ramping up their retirement income planning as recession-battered baby boomers turn to them for help.
by Alan Lavine
The plunge in municipal bond prices is
making these financial planners more selective in where they put their retiree
clients' money.
by
Karen DeMasters
More clients need to plan on how to live better longer rather than on how to "retire," two experts say.
by
Ray Fazzi
The overwhelming majority of 401(k) account holders are not
contributing enough of their income to retire by age 65, according to a
new report.
