The Retiree

Sponsored by

• 

  Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?

  By Gil Weinreich, AdvisorOne  |  May 22, 2013

  Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.

• 

  Military Retirement Planning: How Advisors Can Navigate

  By Danielle Andrus, AdvisorOne  |  May 22, 2013

  After 23 years in the Army, Merle Jones, president of Missouri-based Jones Investment Group, was drawn to the financial planning industry but knew he wanted to continue working with members of the military.

• 

  Dr. Michael Finke: The 2013 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  May 21, 2013

  The traditional 4% withdrawal rule is fine in a static world, but when was the last time the world was static?

• 

  Early Boomers May Be Last Generation on Track to Retire Well

  By Danielle Andrus, AdvisorOne  |  May 16, 2013

  An analysis of income data by The Pew Charitable Trusts found that younger cohorts of investors are more likely to experience downward economic mobility in their retirement than older investors.

• 

  Low Interest Rates Wallop Retirees: EBRI

  By Melanie Waddell, AdvisorOne  |  May 13, 2013

  The low-interest-rate environment “has an extremely large impact on failure rates” when it comes to meeting retirement goals, EBRI's research director says.

• 

  Longevity Is Killing Us: BlackRock’s Larry Fink

  By Joyce Hanson, AdvisorOne  |  May 10, 2013

  BlackRock CEO Larry Fink is calling on government and business leaders to make the retirement funding crisis a national priority.

• 

  SEC, FINRA: Beware Pension, Settlement Income Stream Deals

  By Melanie Waddell, AdvisorOne  |  May 10, 2013

  In a joint alert issued Thursday, the SEC and FINRA provide investors with information about what to do before buying or selling such rights and urge them to proceed with caution.

• 

  DOL Seeks Input on Lifetime Income Illustrations Plan

  By Melanie Waddell, AdvisorOne  |  May 7, 2013

  “We are looking for the best ideas on how to show people what their lump-sum retirement savings look like when they are spread out over all the years of retirement,” said Phyllis Borzi.

• 

  Baby Boomers Best ‘in History’ at Retirement Saving: Michael Finke

  By John Sullivan, AdvisorOne  |  May 7, 2013

  We’re in a retirement crisis, but it’s a “bit overblown.”

• 

  Are Your ‘Time Saving Techniques’ Just Pushing Work Back to Clients?

  By Michael E. Kitces  |  May 4, 2013

  There is greater pressure than ever for financial planners to maintain high productivity levels, but at what cost?