Maybe it's time to rethink the notion that retirement means never working and update the words and tools advisers use to develop financial plans. Mary Beth Franklin explains.
Real estate best equipped to handle jump in rates, portfolio manager says.
Subsidiary Private Trust Co. putting IRA into a packaged product.
Deal will help advisers model annuities under varying client circumstances.
U.S. exit tax framed to discourage giving up citizenship for financial reasons.
Windfall elimination provision can cut size of a worker's retirement benefit.
Originally designed to allow a company's highest-paid executives to defer their annual cash bonus, nonqualified deferred-compensation plans have evolved into flexible, multiuse executive retirement plans — with investment options similar to their qualified-retirement-plan counterparts.
Shared housing could improve the retirement prospects of single baby boomers. Mary Beth Franklin has some real-life stories.
Sponsors increasingly asking advisers about ways to boost participants' results
Number of Vanguard plan participants investing in professionally managed offerings up 50% since 2007; diversification more diversified
Product with built-in income rider set to debut Oct. 14.
Predictable client base can increase the price tag of your practice.
Investors may find themselves in unfamiliar territory related to the fiscal collapse
Municipal workers' benefits hanging in the balance amid bankruptcy filing.
Catalyst Insider Buying Fund generating outsized returns; up 22% for the year
What Jeff's reading today: Jail time for adviser who ripped off her NFL linebacker client, plus: the taper question, 98% chance of a market crash next year, the yen-dollar trade, New Yorkers dodge taxes, and (surprise!) Congress wastes your money.
Why your statements may not reflect reductions for non-covered work
ERISA has teeth, outsourcing takes work are just two.
