Retirement Planning http://wealthmanagement.com/taxonomy/term/6605/more en IRS Expands Transitional Relief From Limitations on Rollovers http://wealthmanagement.com/retirement-planning/irs-expands-transitional-relief-limitations-rollovers <div class="field-deck"> The aggregation rule will only apply to distributions from different IRAs if each of the distributions occurs after 2014 </div> <div class="node-body article-body">The Internal Revenue Service has expanded the transitional relief from the limitation on individual retirement account rollovers to one in 12 months</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/irs-expands-transitional-relief-limitations-rollovers" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/irs-expands-transitional-relief-limitations-rollovers#comments Taxes Retirement Planning Mon, 24 Nov 2014 15:11:00 +0000 714631 at http://wealthmanagement.com Optimizing IRAs and Retirement Plan Distributions http://wealthmanagement.com/retirement-planning/optimizing-iras-and-retirement-plan-distributions <div class="field-deck"> Can marriage make a difference in wealth? </div> <div class="node-body article-body">James Lange explores what happens to retirement plans and individual retirement accounts when a couple marries</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/optimizing-iras-and-retirement-plan-distributions" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/optimizing-iras-and-retirement-plan-distributions#comments Retirement Planning Premium T&E Fri, 21 Nov 2014 16:57:00 +0000 713091 at http://wealthmanagement.com Industry Divided on How to Manage Retirement Plans http://wealthmanagement.com/retirement-planning/industry-divided-how-manage-retirement-plans <div class="node-body article-body">A quarterly survey of U.S. financial advisors found that advisors disagree on how to manage a retirement plan and how to measure if a plan is working. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/industry-divided-how-manage-retirement-plans" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/industry-divided-how-manage-retirement-plans#comments Industry Retirement Planning Thu, 20 Nov 2014 14:09:00 +0000 710931 at http://wealthmanagement.com The Daily Brief: Robo PR http://wealthmanagement.com/blog/daily-brief-robo-pr <div class="node-body blog-body">You’ve heard of robo-advisors, but what about robo-PR agents? Introducing Finsource, the first fully automated PR platform for financial advisors and wealth managers. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-robo-pr" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-robo-pr#comments Technology Blogs Business Planning Retirement Planning The Daily Brief Thu, 20 Nov 2014 10:00:00 +0000 710921 at http://wealthmanagement.com Social Security and Life Insurance http://wealthmanagement.com/retirement-planning/social-security-and-life-insurance <div class="node-body article-body">Here are some of the problems associated with Social Security benefits and how the creative use of life insurance can help fix these issues. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/social-security-and-life-insurance" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/social-security-and-life-insurance#comments Retirement Planning Public Wed, 19 Nov 2014 14:57:00 +0000 710611 at http://wealthmanagement.com Comstock Images/Stockbyte/Thinkstock The Daily Brief: What Are You Thankful For? http://wealthmanagement.com/blog/daily-brief-what-are-you-thankful <div class="node-body blog-body">They may not be accruing a lot of interest, but savings accounts are the financial tool that Americans are most thankful for, according to a survey by MoneyRates.com. </div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-what-are-you-thankful" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-what-are-you-thankful#comments Markets Taxes Blogs High Net Worth Retirement Planning The Daily Brief Wed, 19 Nov 2014 10:00:00 +0000 709831 at http://wealthmanagement.com Five Takeaways on Retirement From the Midterm Elections http://wealthmanagement.com/retirement-planning/five-takeaways-retirement-midterm-elections <div class="node-body article-body">Retirement policy wasn’t on the ballot in last week's midterm elections. But the new political landscape could threaten the retirement security of middle-class households.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/five-takeaways-retirement-midterm-elections" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/five-takeaways-retirement-midterm-elections#comments Retirement Planning Fri, 14 Nov 2014 16:28:00 +0000 706861 at http://wealthmanagement.com <p>With Republicans, led by Senate Majority Leader Mitch McConnell, in full control of Congress, expect efforts to cut Social Security and Medicare benefits.</p> Copyright Win McNamee, Getty Images Tapping Annuities for an Early Retirement http://wealthmanagement.com/retirement-planning/tapping-annuities-early-retirement <div class="node-body article-body">Clients will appreciate how these products can save taxes today and provide income down the road.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/tapping-annuities-early-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/tapping-annuities-early-retirement#comments Annuities Retirement Planning Fri, 14 Nov 2014 16:09:00 +0000 706851 at http://wealthmanagement.com <p><span style="font-size: 13px; line-height: 20px;">Annuities can offer nearly unlimited savings potential and unique benefits for early retirees.</span></p> maxicam/iStock/Thinkstock Rising Longevity Will Push Plan Sponsors Further from DB Plans http://wealthmanagement.com/retirement-planning/rising-longevity-will-push-plan-sponsors-further-db-plans <div class="node-body article-body">Private-sector employers have been moving away from traditional defined benefit (DB) pension for decades, and now they’ve got fresh motivation to stop offering them</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/rising-longevity-will-push-plan-sponsors-further-db-plans" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/rising-longevity-will-push-plan-sponsors-further-db-plans#comments Retirement Planning Wealth Planning Fri, 14 Nov 2014 14:00:00 +0000 700841 at http://wealthmanagement.com Tinica/iStock/Thinkstock The Daily Brief: Harvard Tops This Business School List http://wealthmanagement.com/blog/daily-brief-harvard-tops-business-school-list <div class="node-body blog-body">Harvard University might not be the top business school in the United States according to Bloomberg BusinessWeek's latest rankings, but it still remains atop the WealthX list of business schools that have the most billionaire alumni.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-harvard-tops-business-school-list" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-harvard-tops-business-school-list#comments Industry Markets Blogs Equities Retirement Planning The Daily Brief Fri, 14 Nov 2014 10:00:00 +0000 705811 at http://wealthmanagement.com