Retirement Planning http://wealthmanagement.com/taxonomy/term/6605/more en Not Another Social Security Scam http://wealthmanagement.com/retirement-planning/not-another-social-security-scam <div class="node-body article-body">The AARP Fraud Watch Network alerted folks about a new scam that the FTC has discovered.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/not-another-social-security-scam" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/not-another-social-security-scam#comments Elder Law Professor Blog Client Relations Retirement Planning Tue, 09 Feb 2016 07:31:00 +0000 1103071 at http://wealthmanagement.com How O.J. Simpson and Lance Armstrong Protected Their Millions http://wealthmanagement.com/asset-protection/how-oj-simpson-and-lance-armstrong-protected-their-millions <div class="field-byline"> Martin Walsh </div> <div class="field-deck"> Tax advantages aside, retirement assets remain an extremely important part of an investor’s financial plan. </div> <div class="node-body article-body">Tax advantages aside, retirement assets remain an extremely important part of an investor’s financial plan. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/how-oj-simpson-and-lance-armstrong-protected-their-millions" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/how-oj-simpson-and-lance-armstrong-protected-their-millions#comments Asset Protection Estate Planning Retirement Planning Wealth Planning Mon, 08 Feb 2016 07:24:00 +0000 959071 at http://wealthmanagement.com Is It Time to Take Your Clients' 401(k) Off Auto-Pilot? http://wealthmanagement.com/retirement-planning/it-time-take-your-clients-401k-auto-pilot <div class="field-byline"> Beth Pinsker </div> <div class="node-body article-body">The U.S. stock market selloff ushered in the New Year with such a scare that a record 6 million investors called Fidelity Investments asking what they should do with their money.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/it-time-take-your-clients-401k-auto-pilot" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/it-time-take-your-clients-401k-auto-pilot#comments Equities Retirement Planning Thu, 04 Feb 2016 05:01:00 +0000 1098181 at http://wealthmanagement.com Could A Tontine Be Superior To Today’s Lifetime Annuity Income Products? http://wealthmanagement.com/retirement-planning/could-tontine-be-superior-today-s-lifetime-annuity-income-products <div class="node-body article-body">Similar to an annuity, a tontine provides payments that include both a return on capital and mortality credits stacked on top.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/could-tontine-be-superior-today-s-lifetime-annuity-income-products" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/could-tontine-be-superior-today-s-lifetime-annuity-income-products#comments Nerd's Eye View Annuities Retirement Planning Wed, 03 Feb 2016 12:01:00 +0000 1097501 at http://wealthmanagement.com Beware of Hidden Problems That May Derail Client's IRA Rollover http://wealthmanagement.com/retirement-planning/beware-hidden-problems-may-derail-clients-ira-rollover <div class="field-deck"> A recent private letter ruling underscores the importance of being aware of the status of your client’s employer-sponsored qualified retirement account </div> <div class="node-body article-body">It can be difficult to be in the know about a client’s employer-sponsored qualified retirement plan account, especially when it comes to a deemed distribution resulting from a plan loan default. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/beware-hidden-problems-may-derail-clients-ira-rollover" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/beware-hidden-problems-may-derail-clients-ira-rollover#comments Taxes Retirement Planning Public Tue, 02 Feb 2016 20:10:00 +0000 1096931 at http://wealthmanagement.com Jon Patton/iStock/Thinkstock A Message For The Near-Retiree, Part 2: De-Risking For A Bear Now Requires Your Attention http://wealthmanagement.com/retirement-planning/message-near-retiree-part-2-de-risking-bear-now-requires-your-attention <div class="field-byline"> Ted Waller </div> <div class="node-body article-body">Although addressed specifically to near-retirees, the ideas may be useful for anyone concerned about market prospects in 2016 or later.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/message-near-retiree-part-2-de-risking-bear-now-requires-your-attention" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/message-near-retiree-part-2-de-risking-bear-now-requires-your-attention#comments Income Investing Strategy Asset Management Retirement Planning Mon, 01 Feb 2016 21:35:00 +0000 1095871 at http://wealthmanagement.com Hemera Technologies/PHOTOS.COM/Thinkstock How Protecting Inherited IRAs Benefits Financial Advisors http://wealthmanagement.com/retirement-planning/how-protecting-inherited-iras-benefits-financial-advisors <div class="node-body article-body">Inherited IRAs are not protected from bankruptcy creditors. However, this serious risk for clients presents a planning opportunity for financial advisors.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/how-protecting-inherited-iras-benefits-financial-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/how-protecting-inherited-iras-benefits-financial-advisors#comments Asset Protection High Net Worth Retirement Planning Public Fri, 29 Jan 2016 19:13:00 +0000 1094211 at http://wealthmanagement.com Copyright Joe Raedle, Getty Images Betterment's 401(k) Platform Goes Live http://wealthmanagement.com/blog/betterments-401k-platform-goes-live <div class="node-body blog-body">A new platform from Betterment, new statistics on institutional investors from Natixis and tough luck for the descendants of Josip Broz Tito.</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/betterments-401k-platform-goes-live" target="_blank">read more</a></p> http://wealthmanagement.com/blog/betterments-401k-platform-goes-live#comments Blogs Equities Insurance Estate Planning Retirement Planning The Daily Brief Thu, 28 Jan 2016 11:00:00 +0000 1091761 at http://wealthmanagement.com Preparing for the Death of the Stretch IRA http://wealthmanagement.com/estate-planning/preparing-death-stretch-ira <div class="field-deck"> What savvy financial professionals can do to protect their clients’ retirement savings </div> <div class="node-body article-body">James Lange suggests alternatives to the commonly used practice.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/preparing-death-stretch-ira" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/preparing-death-stretch-ira#comments Estate Planning Retirement Planning Premium T&E Wed, 27 Jan 2016 20:21:00 +0000 1091731 at http://wealthmanagement.com Understanding Longevity Insurance – How A Longevity Annuity Fits Into A Retirement Income Portfolio http://wealthmanagement.com/retirement-planning/understanding-longevity-insurance-how-longevity-annuity-fits-retirement-income-p <div class="node-body article-body">One of the hardest risks to manage in retirement is the uncertainty of longevity &ndash; how long the retiree will live, and therefore how long of a retirement time horizon needs to be planned for. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/understanding-longevity-insurance-how-longevity-annuity-fits-retirement-income-p" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/understanding-longevity-insurance-how-longevity-annuity-fits-retirement-income-p#comments Nerd's Eye View Annuities Retirement Planning Wed, 27 Jan 2016 12:01:00 +0000 1091141 at http://wealthmanagement.com