Financial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleVanguard Answers a Retirement Riddle
Why do so many affluent retirees pinch pennies, when could enjoy life more? Sellers of annuities and long-term care insurance may be interested in the answers that Vanguard and a team of academics...
View ArticleThe Fine Madness of the 401(k) Business
Most of the workshops and discussions at the NAPA Summit in San Diego were devoted not to the pending DoL fiduciary proposal but to potential solutions to the problems that retirement plan advisors...
View ArticleWho Knew? Actuaries Have Two-Sided Brains
Every other year for the past two decades, the Society of Actuaries has sponsored a 'speculative' fiction-writing contest for actuaries. The winners of this year's contest were announced yesterday.
View ArticleIn 1799, They Said ‘No’ to Taxes
In March 1799. not far from where I live today, an auctioneer named John Fries led a protest against the first direct tax on American homeowners. Alexander Hamilton wanted him hanged as an example of...
View ArticleSecrets of Tax-Efficient Drawdown
In a regular new feature on the latest retirement-related research, we look at a variety of recent articles, including one that might just change the way you think about tax-efficient spending...
View ArticleAre Annuity Buyers Smarter than Other People?
“The observed lack of annuitization does not necessarily mean that people are better off without annuities,” write retirement specialists Jeff Brown, Olivia Mitchell and others in a new research...
View ArticleIRS relaxes penalty that discouraged auto-enrollment
A penalty on plan sponsors for failing to make scheduled deferrals to auto-enrolled plan participants was identified as a barrier to adoption of auto-enrollment into retirement plans, so the IRS has...
View ArticleTowers Watson CEO extols 'bridge' strategy
People who retire at age 62 should spend personal savings for eight years and claim Social Security at age 70, rather than claim SS at age 62. So says John Haley, CEO of Towers Watson, in this lively...
View ArticleBritain invaded! By robo-advice!
'The low-margin business of fund distribution is being standardized, innovative digital propositions are flourishing, and layers of distribution are being removed' in the U.K., according to a new...
View ArticleThe Bucket
Brief or late-breaking items from New York Life, Northwestern Mutual, Vanguard, AIG and Primerica.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleThe Fine Madness of the 401(k) Business
Most of the workshops and discussions at the NAPA Summit in San Diego were devoted not to the pending DoL fiduciary proposal but to potential solutions to the problems that retirement plan advisors...
View ArticleWho Knew? Actuaries Have Two-Sided Brains
Every other year for the past two decades, the Society of Actuaries has sponsored a 'speculative' fiction-writing contest for actuaries. The winners of this year's contest were announced yesterday.
View ArticleIn 1799, They Said ‘No’ to Taxes
In March 1799. not far from where I live today, an auctioneer named John Fries led a protest against the first direct tax on American homeowners. Alexander Hamilton wanted him hanged as an example of...
View ArticleDOL to Advisors: ‘Take the Pledge’
In the much-anticipated revision of its 2010 proposal to curb conflicted sales to retirement account owners, the Department of Labor asserts that rollover IRAs are within its jurisdiction. It also...
View ArticleRetirePreneur: Marcia Wagner
Marcia Wagner is the founder of The Wagner Law Group, a boutique law firm that focuses on labor and employee benefits issues governed by the Employee Retirement Income Security Act of 1974.
View ArticleThe Case for Working Longer
“Oral and written comprehension and expression and soft skills like emotional stability, conscientiousness, and agreeableness” improve with age, according to a forthcoming book about work and aging.
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