Retirement Planning http://wealthmanagement.com/taxonomy/term/6605/more en RMDs: Take Out or Pay Up http://wealthmanagement.com/retirement-planning/rmds-take-out-or-pay <div class="field-deck"> Required minimum distributions can mean more income, more taxes, and more problems if not handled correctly </div> <div class="node-body article-body">If retirement account owners don’t take out at least the minimum amount, they could get hit with a penalty for as much as 50 percent of the required amount.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/rmds-take-out-or-pay" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/rmds-take-out-or-pay#comments Asset Protection Strategies Taxes Retirement Planning Public Wed, 16 Apr 2014 20:33:00 +0000 538261 at http://wealthmanagement.com 8 Takeaways for Retirement Abroad http://wealthmanagement.com/retirement-planning/8-takeaways-retirement-abroad-0 <div class="node-body gallery-body">Are you encountering clients thinking of retiring abroad? It’s a growing trend. Here’s a checklist of items to keep in mind when your clients become footloose.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/8-takeaways-retirement-abroad-0" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/8-takeaways-retirement-abroad-0#comments Retirement Planning Tue, 15 Apr 2014 16:28:00 +0000 537271 at http://wealthmanagement.com Rethinking the Need for Immediate Annuities http://wealthmanagement.com/insurance/rethinking-need-immediate-annuities <div class="field-deck"> Immediate annuities are a good option for older clients due to protections against rising interest rates and longevity risk. But there is no free lunch. </div> <div class="node-body article-body">While older clients' investment portfolios may include immediate annuities as a substitute for bonds, beware of these pitfalls.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/rethinking-need-immediate-annuities" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/rethinking-need-immediate-annuities#comments Insurance Annuities Estate Planning Retirement Planning Public Tue, 15 Apr 2014 15:39:00 +0000 537251 at http://wealthmanagement.com Are You Considering Retirement Abroad? What You Need to Know http://wealthmanagement.com/retirement-planning/are-you-considering-retirement-abroad-what-you-need-know <div class="node-body article-body">Are you encountering clients thinking of retiring abroad? Here’s a checklist of items to keep in mind when they become footloose.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/are-you-considering-retirement-abroad-what-you-need-know" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/are-you-considering-retirement-abroad-what-you-need-know#comments Retirement Planning Fri, 11 Apr 2014 15:45:00 +0000 534881 at http://wealthmanagement.com Out of Work and Under 65? Here's How to Retool Your Retirement Plan http://wealthmanagement.com/retirement-planning/out-work-and-under-65-heres-how-retool-your-retirement-plan <div class="node-body article-body">We reached a milestone last week when the government reported that the U.S. economy has regained all the jobs lost during the Great Recession. Yet for many older workers the recession never ended; long-term joblessness has morphed into de facto premature retirement.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/out-work-and-under-65-heres-how-retool-your-retirement-plan" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/out-work-and-under-65-heres-how-retool-your-retirement-plan#comments Retirement Planning Thu, 10 Apr 2014 15:35:00 +0000 533951 at http://wealthmanagement.com Financial Advisers Brace for Boomer Wealth Transfer http://wealthmanagement.com/retirement-planning/financial-advisers-brace-boomer-wealth-transfer <div class="field-byline"> Reuters </div> <div class="node-body article-body">The looming shift of money to and from the baby boomers promises to be the greatest intergenerational wealth transfer in history, and Canadian financial advisers are looking to investment and insurance strategies to help clients hold onto their money.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/financial-advisers-brace-boomer-wealth-transfer" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/financial-advisers-brace-boomer-wealth-transfer#comments Industry Insurance Retirement Planning Fri, 04 Apr 2014 13:56:00 +0000 529391 at http://wealthmanagement.com Old Timers, New Tricks http://wealthmanagement.com/retirement-planning/old-timers-new-tricks <div class="field-deck"> Get all the benefits available for clients who have hit the big 6-0. </div> <div class="node-body article-body">Get all the benefits available for clients who have hit the big 6-0. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/old-timers-new-tricks" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/old-timers-new-tricks#comments Retirement Planning Wed, 02 Apr 2014 20:11:00 +0000 528561 at http://wealthmanagement.com Retirement Plans See Progress as Investors Increase Contributions http://wealthmanagement.com/blog/retirement-plans-see-progress-investors-increase-contributions <div class="node-body blog-body">More and more retirement plan sponsors are making simpler for investors to participate, with many more adding automatic enrollment features and automatic contribution increases.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/retirement-plans-see-progress-investors-increase-contributions" target="_blank">read more</a></p> http://wealthmanagement.com/blog/retirement-plans-see-progress-investors-increase-contributions#comments Blogs Retirement Planning Advisor Intelligence Wed, 02 Apr 2014 13:00:00 +0000 527681 at http://wealthmanagement.com Should Young Retirement Savers Load Up on Stocks? Maybe Not http://wealthmanagement.com/retirement-planning/should-young-retirement-savers-load-stocks-maybe-not <div class="node-body article-body">Millennials are the most risk-averse investors since the Great Depression. Yet investment experts say young people need the greatest exposure to riskier stocks to meet long-range goals. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/should-young-retirement-savers-load-stocks-maybe-not" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/should-young-retirement-savers-load-stocks-maybe-not#comments Equities Retirement Planning Thu, 27 Mar 2014 16:12:00 +0000 523971 at http://wealthmanagement.com Turn of the Screw http://wealthmanagement.com/retirement-planning/turn-screw <div class="field-deck"> In Announcement 2014-15, the IRS said that it will follow the Tax Court’s holding in Bobrow v. Commissioner, strictly applying the one-IRA-rollover-per-12-months rule to all of a taxpayer’s IRAs </div> <div class="node-body article-body">In Announcement 2014-15, the IRS said that it will follow the Tax Court’s holding in Bobrow v. Commissioner, strictly applying the one-IRA-rollover-per-12-months rule to all of a taxpayer’s IRAs</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/turn-screw" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/turn-screw#comments Taxes Retirement Planning Public Mon, 24 Mar 2014 16:28:00 +0000 520981 at http://wealthmanagement.com