Protect your client’s nest egg from a volatile market
Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.
Investments
How to help employees prepare for death of spouse
Clients in this situation will need to gather a lot of paperwork, including at least eight certified copies of the spouse's death certificate for life insurance, among other reasons.
Should clients ever put all their savings in stocks
It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.
Should clients ever put all their savings in stocks: Retirement Scan
It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.
Clients turning 62 next year? Here’s what to know
If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.
How your clients’ 401(k) plans will change in 2017
Anticipation of auto enrollment features is expected to change the way advisers serve their clients.
10 investment actions for DB plans in 2017
Willis Towers Watson says a variety of operational, strategic and portfolio management goals will help plan sponsors best utilize resources to improve outcomes.
How your clients’ 401(k) plans will change in 2017: Retirement Scan
Anticipation of auto enrollment features is expected to change the way advisers serve their clients.
Why clients should file for Social Security benefits before 67
Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.
Why clients should file for Social Security benefits before 67: Retirement Scan
Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.
Is AI the next evolution of robo-advisors?
Dream Forward 401(k) partners artificial intelligence with human advisers to improve customer experience.
Why a ‘bond tent’ can protect a portfolio in retirement: Retirement Scan
Investing in more bonds for a short period is a good strategy for retirement savers to curb the sequence of return risk.
Why a ‘bond tent’ can protect a portfolio in retirement
Investing in more bonds for a short period is a good strategy for retirement savers to curb the sequence of return risk.
Why reverse mortgages are worth a look: Retirement Scan
The proceeds can be used to pay the tax bill from converting a 401(k) and traditional IRA into a Roth account.
Why reverse mortgages are worth a look
The proceeds can be used to pay the tax bill from converting a 401(k) and traditional IRA into a Roth account.
How to make $500K last forever
Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.
How employees can make $500K last forever: Retirement Scan
Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.
How to make $500K last forever
Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.
What your clients need to know about 401(k) loans
Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.
What your clients need to know about 401(k) loans: Retirement Scan
Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.
