Retirement Planning

Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.

Value of inheritances may be diminished.

Last year, 14 states had a population made up of more than 15% retirees. Vermont, Maine and Florida had the highest proportion.

What costs should advisors and clients really be worried about?

Planning for retirement requires more than just placing clients in sound investments. It includes taking into account outside factors like health care costs, inflation, inheritances and charitable giving.

New parents, RMDs, MEPs and more would feel the impact of the SECURE Act if it becomes law.

The U.S. House of Representatives is expected to vote on Thurisday on the legislation, which could affect RMDs and estate planning.

The SPARK Institute's classroom and online programs for retirement plan advisors and providers will be available on The Retirement Advisor University's learning platform starting Jan. 1

There’s a shared desire among many to reinstate key elements of the DOL’s fiduciary rule.

Recent private letter rulings highlight some opportunities.