Results for "On Retirement"

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Lump-sum offers present risks and opportunities

July 8, 2012

Ford Motor Co. and General Motors Co. made headlines over the past two months when they offered nonunion retirees a chance to swap their monthly pensions for a lump-sum payout. Although only about 130,000 retirees are affected by the auto giants'...

New fee disclosure rules could shake up 401(k) world

June 24, 2012

Financial advisers who work with 401(k) plan sponsors — as well as those prospecting for new clients in the retirement plan arena — will get a chance to shine this summer when new Labor Department fee disclosure rules kick in July 1. Plan...

'Classic' retirement becoming less likely

May 27, 2012

Once upon a time, the storybook vision of retirement focused on endless leisure hours filled with golf and travel. Whether that idealized vision was ever real for the majority of retirees is questionable. But for a growing number of today's...

Health becoming new focus of wealth

May 13, 2012

G uess which financial issue is uppermost in your preretiree clients' minds, yet one that they seldom will discuss with you? The answer — and a huge problem for society as a whole, as well as your clients, in particular — is health care....

Avoiding a retirement 'tax torpedo'

April 15, 2012

If your clients can wait, here is yet another reason why it can pay to delay claiming Social Security benefits: a smaller tax bite in later years. Income in the early years of retirement that exceeds certain modest levels can trigger a “tax...

Buckets vs. systematic withdrawals

March 25, 2012

Financial professionals prepared to help retiring clients develop a strategy for turning savings into lifetime income stand to tap a huge market. Cerulli Associates Inc. projects that IRA assets will increase 37% over the next four years to...

When 401(k) fees become transparent

March 11, 2012

Depending on to whom you talk, the new rules requiring 401(k) fee disclosure will be either a watershed moment for the financial services ind-ustry or a non-event. After more than four years of deliberation, public comments and delays, the Labor...

Social Security and the single retiree

February 26, 2012

In response to a recent column, one reader aptly noted that not everyone who applies for Social Security benefits is married. “It would be nice for you to give information to us single-by-choice folks,” I was informed. The point is timely....

Consider this new tool in the retirement income arsenal

February 12, 2012

Figuring out how to make your clients' money last as long as they do is one of the biggest challenges of retirement income planning. Some financial advisers joke that planning would be a lot easier if they knew when a client were going to die....

Different takes on risk assessment

January 29, 2012

When I boarded the Costa Concordia for a Mediterranean cruise in October 2009, I never considered the possibility of being on a sinking ship — much the way many investors never considered that a bear market could decimate their retirement...

The secrets of Social Security

January 15, 2012

Even for the typically affluent clients of financial advisers, informed decisions about how and when to claim Social Security benefits can mean thousands of extra dollars a year, and tens of thousands of dollars over a lifetime. Are you prepared...

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