Retirement Planning http://wealthmanagement.com/taxonomy/term/6605/more en Wealthiest Plan Investors Are Least Satisfied, Most Pessimistic http://wealthmanagement.com/high-net-worth/wealthiest-plan-investors-are-least-satisfied-most-pessimistic <div class="node-body article-body">The oldest and wealthiest retirement plan participants are also the most pessimistic about their financial futures.</div> <p><a href="http://wealthmanagement.com/high-net-worth/wealthiest-plan-investors-are-least-satisfied-most-pessimistic" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/wealthiest-plan-investors-are-least-satisfied-most-pessimistic#comments High Net Worth Retirement Planning Fri, 27 May 2016 17:11:00 +0000 1193061 at http://wealthmanagement.com <p>They&rsquo;re not happy.</p> Copyright Chip Somodevilla, Getty Images Time for TIPs? http://wealthmanagement.com/retirement-planning/time-tips <div class="node-body article-body">For some participants, it makes sense for consultants to offer inflation-linked treasurys in their defined contribution plans, often as a part of a target date portfolio. </div> <p><a href="http://wealthmanagement.com/retirement-planning/time-tips" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/time-tips#comments Retirement Planning Wed, 25 May 2016 17:53:00 +0000 1193071 at http://wealthmanagement.com <p>TIPs: A hedge against inflation.</p> Why The Empty Nest Transition Is Crucial For Retirement Success http://wealthmanagement.com/retirement-planning/why-empty-nest-transition-crucial-retirement-success <div class="node-body article-body">Clients who are finally sending their children off to college need to take the money they were spending on their kids and save it instead.</div> <p><a href="http://wealthmanagement.com/retirement-planning/why-empty-nest-transition-crucial-retirement-success" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/why-empty-nest-transition-crucial-retirement-success#comments Nerd's Eye View Retirement Planning Wed, 25 May 2016 11:01:00 +0000 1192591 at http://wealthmanagement.com John Stephenson/iStock/Thinkstock New IRS Final Regulations Benefit IRA Participants http://wealthmanagement.com/retirement-planning/new-irs-final-regulations-benefit-ira-participants <div class="field-deck"> They permit allocation of earnings to disbursements from designated Roth accounts to multiple destinations. </div> <div class="node-body article-body">A participant may allocate earnings to the portion rolled over into another designated Roth account or Roth IRA, thus minimizing the amount that would be taxable if the portion not rolled over isn’t a qualified distribution.</div> <p><a href="http://wealthmanagement.com/retirement-planning/new-irs-final-regulations-benefit-ira-participants" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/new-irs-final-regulations-benefit-ira-participants#comments Taxes Retirement Planning Public Tue, 24 May 2016 14:11:00 +0000 1191511 at http://wealthmanagement.com Why Would I Need a Power of Attorney in Retirement? http://wealthmanagement.com/retirement-planning/why-would-i-need-power-attorney-retirement <div class="field-byline"> Kyle Krull </div> <div class="node-body article-body">Whether you are retired or just turned 18, you should have this legal document.</div> <p><a href="http://wealthmanagement.com/retirement-planning/why-would-i-need-power-attorney-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/why-would-i-need-power-attorney-retirement#comments Kansas & Missouri Estate Planning Retirement Planning Tue, 24 May 2016 02:23:00 +0000 1190971 at http://wealthmanagement.com luriiSokolov/iStock/Thinkstock Are Your Clients Too Affluent for Social Security? http://wealthmanagement.com/high-net-worth/are-your-clients-too-affluent-social-security <div class="node-body article-body">Means testing to attain Social Security benefits may be on the docket for the future.</div> <p><a href="http://wealthmanagement.com/high-net-worth/are-your-clients-too-affluent-social-security" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/are-your-clients-too-affluent-social-security#comments High Net Worth Retirement Planning Public Mon, 23 May 2016 14:52:00 +0000 1190311 at http://wealthmanagement.com zimmytws/iStock/Thinkstock Baby Boomers Have All the Money http://wealthmanagement.com/blog/baby-boomers-have-all-money <div class="node-body blog-body">Baby boomers still have all of the money, self-directed investors want help, and no surprise, retirees are moving to Florida.</div> <p><a href="http://wealthmanagement.com/blog/baby-boomers-have-all-money" target="_blank">read more</a></p> http://wealthmanagement.com/blog/baby-boomers-have-all-money#comments Blogs Client Relations Asset Management Retirement Planning The Daily Brief Mon, 23 May 2016 10:00:00 +0000 1189131 at http://wealthmanagement.com Retirement as an Outmoded Concept http://wealthmanagement.com/client-relations/retirement-outmoded-concept <div class="field-deck"> Accommodating longer life spans and increased opportunities </div> <div class="node-body article-body">The better question is: Should we ever plan to retire?</div> <p><a href="http://wealthmanagement.com/client-relations/retirement-outmoded-concept" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/retirement-outmoded-concept#comments Client Relations Retirement Planning Public Thu, 19 May 2016 20:21:00 +0000 1188471 at http://wealthmanagement.com <p>It&#39;s all his fault.</p> What's an Olympic Gold Medal Worth? http://wealthmanagement.com/blog/whats-olympic-gold-medal-worth <div class="node-body blog-body">Jim Craig auctions off his Olympic gold medal, retiree health care costs will exceed Social Security income, and CNL Securities debuts mobile app.</div> <p><a href="http://wealthmanagement.com/blog/whats-olympic-gold-medal-worth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/whats-olympic-gold-medal-worth#comments People Taxes Blogs Retirement Planning Valuations The Daily Brief Thu, 19 May 2016 10:00:00 +0000 1186831 at http://wealthmanagement.com Protect Accumulated Assets and Inheritances From the Costs of Long-Term Care http://wealthmanagement.com/estate-planning/protect-accumulated-assets-and-inheritances-costs-long-term-care <div class="field-deck"> Workable solutions to enable Medicaid benefits to become available </div> <div class="node-body article-body">Rod Goodwin provides two workable solutions to protect accumulated assets and inheritances from the costs of LTC before Medicaid benefits become available. </div> <p><a href="http://wealthmanagement.com/estate-planning/protect-accumulated-assets-and-inheritances-costs-long-term-care" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/protect-accumulated-assets-and-inheritances-costs-long-term-care#comments Estate Planning Retirement Planning Premium T&E Wed, 18 May 2016 20:57:00 +0000 1187271 at http://wealthmanagement.com