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Strategies, tools and tips for more effective retirement planning.
 

Testing Two Retirement “Truisms”

The consequences of living longer and a fragile social security system on real world retirement plans are more significant than you think.

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  • Jun. 18, 2013
    article
    Reuters

    U.S. Target-Date Fund Assets Hit $503 bln in 2012 -BrightScope

    Target-date funds saw 20 percent growth in assets last year as more companies encouraged employees to funnel money into these all-in-one retirement vehicles, according to data released on Tuesday by BrightScope, a 401(k) data provider....More
  • Jun. 14, 2013
    Article
    REP.

    The Voice of Reason for Jittery Employers

    A growing number of employers are worried that their workers won’t be prepared to retire. For advisors who consult with workplace plans, the heat is on....More
  • Jun. 13, 2013
    blog

    Going for "gamma"

    Morningstar's head of retirement research suggests "gamma," the value of good financial planning, can up a retiree's income by 29 percent. But it's nearly impossible to get it exactly right....More
  • Jun. 13, 2013
    Article
    Reuters

    How to Fight Age Discrimination  

    Older Americans are being urged to repair their retirements by working longer. But it's difficult to do in a tough economy, and one cause is illegal age discrimination by employers....More
  • Jun. 11, 2013
    Article
    Trusts & Estates

    Using Portability for Retirement Benefits  

    Bruce D. Steiner illustrates how IRA owners can take advantage of portability's new permanence...More
  • Jun. 10, 2013
    Article
    Trusts & Estates

    Section 409A Reminder and Update  

    Thomas C. Foster and Jennifer E. Long offer a reminder of the importance of ensuring IRC Section 409A compliance...More
  • Jun. 10, 2013
    Article
    Trusts & Estates

    Tracking the Section 691(c) Deduction  

    Christopher R. Hoyt addresses how to handle multi-year payouts from an inherited IRA...More
  • Jun. 6, 2013
    Article
    Trusts & Estates

    Alternative Investments in IRAs  

    Michael J. Jones & Michelle L. Ward offer guidance on handling the complications that can ensue...More
  • Jun. 3, 2013
    Article
    Trusts & Estates

    Real Estate and the Self-Directed IRA  

    Michael Held discusses the value of income producing real estate as a potential IRA investment...More
  • May 31, 2013
    blog

    Rising Rates Could Blow Up Boomers' Retirement

    Older investors with assets in defined contribution plans like 401(k)s and IRAs are in trouble. As interest rates rise, a new study by Casey Quirk predicts these plans will lose up to $180 billion....More
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Ed Jones to Wells Bank Channel (WBS)

I'm at EJ now in my 3rd year.  I'm in a difficult market for EJ and I'm a true scratch starter.  I'm above expectations, but getting tired of hunting money.  I'm considering going to work at Wells Fargo, who has a huge presence in my town.  The postion would be a bank advisor (WBS) and to me this sounds like a "piece of cake" after being at EJ.  Am I clueless or is the grass really greener?  If you're at WF or at another bank, please give me your thoughts. ...More

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Hello, I am currently in the process of setting up my own FA firm. Actually it is a financial service firm including bookkeeping and budgeting services with financial planning as well. My business model is to be a flat fee to review portfolios, make suggestions & assist client with paperwork etc . I do not want to actually manage the investments which I feel allows me to recommend low expense products such as index funds etc.. My clientele will be the small accounts that every other FA would not want....More
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Jun. 18, 2013
blog

Not So Fast: Congressional Letter Could Put a Kink in DOL’s Proposal

Thirty-two members of Congress from minority caucuses have sent a letter to the Department of Labor, arguing that the agency's fiduciary proposal could disadvantage their constituents and limit minority access to financial advisors....More
Jun. 18, 2013
Commentary

Death of the Small Broker-Dealer   1

Over the past decade, a tremendous amount of pressure has been laid on the shoulders of the small broker-dealers of the securities industry. Like the iconic Willy Loman in Arthur Miller’s Death of a Salesman, these small and/or independent brokerages are allotted a significantly shorter leash than they have been in years past......More

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