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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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Selling Series 66 Training Consultants Question Bank

Passed the Series 66 with a 82% thanks to this question bank. Selling my Training Consultants question bank with 83 days left for $50. PM me or email me at the1jvg@yahoo.com if interested. thanks...More

Selling Series 66 Question Bank

Passed the Series 66 with a 82% thanks to this question bank. Selling my Training Consultants question bank with 83 days left for $50. PM me or email me at the1jvg@yahoo.com if interested. thanks...More
The Most 'Liked' Brokerage in the U.S.


Check out which firms are the most (and least) popular on Facebook.



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Most Recent Blogs & Columns
Jun. 19, 2013
blog

Republicans Take Aim at DOL's Fiduciary Push

House Republications approved a bill Wednesday aimed at stalling the DOL's fiduciary rulemaking but don’t expect it to knock Phyllis Borzi out of the ballgame....More
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

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