Retirement Planning http://wealthmanagement.com/taxonomy/term/6605/more en The Daily Brief: Asia Pacific Wealth Report 2014 http://wealthmanagement.com/blog/daily-brief-asia-pacific-wealth-report-2014 <div class="node-body blog-body">According to the Asia Pacific Wealth Report 2014, by Capgemini and RBC Wealth Management, the region's population of high-net-worth investors grew 17 percent to 4.3 million, while their assets grew 18 percent to $14.2 trillion.</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-asia-pacific-wealth-report-2014" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-asia-pacific-wealth-report-2014#comments Blogs High Net Worth Retirement Planning The Daily Brief Wed, 22 Oct 2014 09:05:00 +0000 686591 at http://wealthmanagement.com The Impact of Slayer Statutes on Surviving Spouse Benefits Under ERISA http://wealthmanagement.com/retirement-planning/impact-slayer-statutes-surviving-spouse-benefits-under-erisa <div class="field-deck"> Tire pension plan falls flat </div> <div class="node-body article-body">Regular readers of our column may remember our article from this past Spring discussing the variations among state “slayer statutes”—laws preventing murderers from inheriting from their victims.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/impact-slayer-statutes-surviving-spouse-benefits-under-erisa" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/impact-slayer-statutes-surviving-spouse-benefits-under-erisa#comments Legal Retirement Planning Public Tue, 21 Oct 2014 14:00:00 +0000 686161 at http://wealthmanagement.com Copyright Sam Greenwood, Getty Images Four Ways to Save for an Early Retirement http://wealthmanagement.com/retirement-planning/four-ways-save-early-retirement <div class="field-deck"> Those wanting to quit before turning 60 should think beyond 401(k)s and IRAs. </div> <div class="node-body article-body">Those wanting to quit before turning 60 should think beyond 401(k)s and IRAs.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/four-ways-save-early-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/four-ways-save-early-retirement#comments Retirement Planning Fri, 17 Oct 2014 13:00:00 +0000 682801 at http://wealthmanagement.com Blazing a New Trail on Long-Term Care Underwriting http://wealthmanagement.com/retirement-planning/blazing-new-trail-long-term-care-underwriting <div class="node-body article-body">Genworth, the nation's largest long-term care insurance underwriter, informed its sales agents in August that it has begun considering not only the health of applicants, but also the health history of their parents, in underwriting policies.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/blazing-new-trail-long-term-care-underwriting" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/blazing-new-trail-long-term-care-underwriting#comments Retirement Planning Wealth Planning Thu, 16 Oct 2014 16:00:00 +0000 682571 at http://wealthmanagement.com Timothy Hiatt/Getty Images Continuity and Succession Planning Under the Uniform Securities Acts of 1956 & 2002 http://wealthmanagement.com/family-business/continuity-and-succession-planning-under-uniform-securities-acts-1956-2002 <div class="field-deck"> You've worked hard to build a valuable business that puts your client’s needs first. Who is going to continue that work when you're no longer active in the business? </div> <div class="node-body article-body">You've worked hard to build a valuable business that puts your client’s needs first. Who is going to continue that work when you're no longer active in the business?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/continuity-and-succession-planning-under-uniform-securities-acts-1956-2002" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/continuity-and-succession-planning-under-uniform-securities-acts-1956-2002#comments Family Business Retirement Planning Wed, 15 Oct 2014 19:54:00 +0000 681461 at http://wealthmanagement.com David De Lossy/Photodisc/Thinkstock Social Security Taxation http://wealthmanagement.com/retirement-planning/social-security-taxation <div class="field-deck"> Help your clients figure out the most tax efficient way to plan for their retirement </div> <div class="node-body article-body">SS benefits are taxed more favorably than, for example, distributions from an individual retirement account. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/social-security-taxation" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/social-security-taxation#comments Retirement Planning Public Tue, 14 Oct 2014 15:24:00 +0000 680161 at http://wealthmanagement.com zimmytws/iStock/Thinkstock Prepaying Student Loans May Mean Less Money in Retirement http://wealthmanagement.com/industry/prepaying-student-loans-may-mean-less-money-retirement <div class="field-byline"> Reuters </div> <div class="node-body article-body">Rising student loan debt may be hampering young people's ability to buy homes or even move out of their parents' basements. But that does not mean student loan borrowers always should be in a hurry to pay off this debt.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry/prepaying-student-loans-may-mean-less-money-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/industry/prepaying-student-loans-may-mean-less-money-retirement#comments Industry College Planning Retirement Planning Mon, 13 Oct 2014 14:17:00 +0000 677941 at http://wealthmanagement.com Dan Kitwood/Getty Images News/Getty Images The Multi-Generational Independent Broker-Dealer http://wealthmanagement.com/wealth-planning/multi-generational-independent-broker-dealer <div class="field-byline"> Gary Martino </div> <div class="field-deck"> With no discernible model currently attractive to young investors, there is a considerable gap between how IBDs will retain assets that make that generational leap. </div> <div class="node-body article-body"><p>With no discernible model currently attractive to young investors, there is a considerable gap between how IBDs will retain assets that make that generational leap.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/wealth-planning/multi-generational-independent-broker-dealer" target="_blank">read more</a></p> IBDs Family Business Retirement Planning Careers Wealth Planning Fri, 10 Oct 2014 16:37:00 +0000 677051 at http://wealthmanagement.com suprunvitaly/iStock/Thinkstock Healthcare Inflation is on the Mend http://wealthmanagement.com/retirement-planning/healthcare-inflation-mend <div class="field-deck"> A 65-year-old couple retiring this year will need to have saved $220,000 to meet their future health-care expenses, the same estimate as last year </div> <div class="node-body article-body">That’s good news for your retiring clients. With the annual Medicare enrollment period for drugs and Advantage care plans opening Oct. 15, here’s a look at how healthcare costs are shaping up in the year ahead.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/healthcare-inflation-mend" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/healthcare-inflation-mend#comments Insurance Retirement Planning Fri, 10 Oct 2014 15:00:00 +0000 677031 at http://wealthmanagement.com <p>The Congressional Budget Office has cut its Medicare spending forecast in each of last six years, and its 2019 spending forecast is now $95 billion lower than it was four years ago.</p> Copyright John Moore, Getty Images Big U.S. Firms Boost Equity Weightings in 401(k) Target-Date Funds http://wealthmanagement.com/retirement-planning/big-us-firms-boost-equity-weightings-401k-target-date-funds <div class="field-byline"> Reuters </div> <div class="node-body article-body">In changes that have raised the potential investment risks in many 401(k) retirement accounts, several major fund companies are increasing the stock allocation of their target date funds, which are used by many of those with such plans.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/big-us-firms-boost-equity-weightings-401k-target-date-funds" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/big-us-firms-boost-equity-weightings-401k-target-date-funds#comments Equities Retirement Planning Fri, 10 Oct 2014 05:00:00 +0000 676541 at http://wealthmanagement.com Jon Patton/iStock/Thinkstock