Retirement Planning http://wealthmanagement.com/taxonomy/term/6605/more en Does a Stretch IRA Always Make Financial Sense? http://wealthmanagement.com/retirement-planning/does-stretch-ira-always-make-financial-sense <div class="field-deck"> Three alternatives to consider </div> <div class="node-body article-body">When balanced against the income tax treatment of a nonqualified portfolio of investments, post-death distributions from qualified plans and IRAs will generally produce a significantly inferior result.</div> <p><a href="http://wealthmanagement.com/retirement-planning/does-stretch-ira-always-make-financial-sense" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/does-stretch-ira-always-make-financial-sense#comments Retirement Planning Public Fri, 24 Jun 2016 18:29:00 +0000 1218901 at http://wealthmanagement.com Aero17/iStock/Thinkstock Pension, Pension, Who's Got My Client's Pension? http://wealthmanagement.com/retirement-planning/pension-pension-whos-got-my-clients-pension <div class="node-body article-body">Here's how to track down your client's benefits.</div> <p><a href="http://wealthmanagement.com/retirement-planning/pension-pension-whos-got-my-clients-pension" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/pension-pension-whos-got-my-clients-pension#comments Idaho Estate Planning Retirement Planning Fri, 24 Jun 2016 14:51:00 +0000 1217371 at http://wealthmanagement.com mrdoomits/iStock/Thinkstock For U.S. Retirees, 2017 COLA Lacks Fizz http://wealthmanagement.com/retirement-planning/us-retirees-2017-cola-lacks-fizz <div class="node-body article-body">Retirees will receive a paltry increase in their Social Security checks in 2017 - the second consecutive year of flat or near-flat benefits, and the fifth year of inflation adjustments below 2 percent.</div> <p><a href="http://wealthmanagement.com/retirement-planning/us-retirees-2017-cola-lacks-fizz" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/us-retirees-2017-cola-lacks-fizz#comments Retirement Planning Thu, 23 Jun 2016 12:54:00 +0000 1216611 at http://wealthmanagement.com <p>For a retiree receiving the average monthly Social Security benefit - $1,341 - the raise is not likely to top&nbsp;$5 per month.</p> Copyright Thomas Cain, Getty Images Ponzi Scheme Victims Subject of Documentary http://wealthmanagement.com/blog/ponzi-scheme-victims-subject-documentary <div class="node-body blog-body">Indiana documentary features Ponzi scheme victims, Trust Builders releases online retirement calculators and rumors swirl about UBS Wealth Management.</div> <p><a href="http://wealthmanagement.com/blog/ponzi-scheme-victims-subject-documentary" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ponzi-scheme-victims-subject-documentary#comments Legal Technology Blogs Retirement Planning Wirehouse The Daily Brief Thu, 23 Jun 2016 10:00:00 +0000 1216461 at http://wealthmanagement.com How Increased Longevity Affects Estate Planning, Wealth Planning and Financial Management http://wealthmanagement.com/how-increased-longevity-affects-estate-planning-wealth-planning-and-financial-management <div class="node-body link-body"><p>Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/te-595x335_4.jpg?1465927645" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> Open In New Window </div> <p><a href="http://wealthmanagement.com/how-increased-longevity-affects-estate-planning-wealth-planning-and-financial-management" target="_blank">read more</a></p> Webinars Retirement Planning Wealth Planning Thu, 23 Jun 2016 03:00:00 +0000 1204481 at http://wealthmanagement.com Developing Top-tier Plan Consultants http://wealthmanagement.com/retirement-planning/developing-top-tier-plan-consultants <div class="node-body article-body">Two giants in the plan advisory space speak on the benefits of hiring young talent and providing them with a defined career trajectory, ample opportunity to learn and a team environment.</div> <p><a href="http://wealthmanagement.com/retirement-planning/developing-top-tier-plan-consultants" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/developing-top-tier-plan-consultants#comments Business Planning Retirement Planning Careers Wed, 22 Jun 2016 13:58:00 +0000 1215971 at http://wealthmanagement.com DragonImages/iStock/Thinkstock Tax-Efficient Spending Strategies From Retirement Portfolios http://wealthmanagement.com/retirement-planning/tax-efficient-spending-strategies-retirement-portfolios <div class="node-body article-body">For most retirees, the tax efficient liquidation of a retirement portfolio requires coordinating between both taxable brokerage accounts and pre-tax retirement accounts like an IRA or 401(k).</div> <p><a href="http://wealthmanagement.com/retirement-planning/tax-efficient-spending-strategies-retirement-portfolios" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/tax-efficient-spending-strategies-retirement-portfolios#comments Nerd's Eye View Retirement Planning Wed, 22 Jun 2016 11:01:00 +0000 1215761 at http://wealthmanagement.com LOUOATES/iStock/Thinkstock All Assets Aren't Created Equal When It Comes To IRA Rollovers http://wealthmanagement.com/retirement-planning/all-assets-arent-created-equal-when-it-comes-ira-rollovers <div class="node-body article-body">While all IRA accounts are able to hold investments in publicly traded securities, not all IRA custodians are set up to handle alternative investments.</div> <p><a href="http://wealthmanagement.com/retirement-planning/all-assets-arent-created-equal-when-it-comes-ira-rollovers" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/all-assets-arent-created-equal-when-it-comes-ira-rollovers#comments Bryan Cave: Life, Death and Taxes Retirement Planning Wed, 22 Jun 2016 04:44:00 +0000 1213691 at http://wealthmanagement.com Copyright Joe Raedle, Getty Images This Election Could Help Make or Break Your Retirement http://wealthmanagement.com/retirement-planning/election-could-help-make-or-break-your-retirement <div class="field-byline"> Ben Steverman </div> <div class="node-body article-body">With the future of Social Security in question and a dangerous shortfall in many Americans' savings, five states are testing out bold and controversial legislation to get people to put away more for retirement.</div> <p><a href="http://wealthmanagement.com/retirement-planning/election-could-help-make-or-break-your-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/election-could-help-make-or-break-your-retirement#comments Retirement Planning Tue, 21 Jun 2016 12:16:00 +0000 1214451 at http://wealthmanagement.com Copyright Win McNamee, Getty Images Advisors to Increase DOL-Related Tech Spend http://wealthmanagement.com/blog/advisors-increase-dol-related-tech-spend <div class="node-body blog-body">Advisors to spend more on technology to comply with DOL rule, Hartford Funds helping advisors, client relationships and Larry Fink lowers retirement savers' expectations.</div> <p><a href="http://wealthmanagement.com/blog/advisors-increase-dol-related-tech-spend" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-increase-dol-related-tech-spend#comments Technology Blogs Retirement Planning The Daily Brief Tue, 21 Jun 2016 10:00:00 +0000 1213771 at http://wealthmanagement.com