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Financial insecurity awaits Gen Xers in retirement
When the Great Recession hit in 2007, it affected the entire economy, and its pain was felt across the generations. But in the years since, recovery of personal wealth has been uneven.
Retirement Income Summit 2013 'Income' the missing piece in retirement income planning
Clients often unaware how much savings are needed to generate sufficient cash
Retirement Income Summit 2013 Why the 4 percent rule shouldn't be a rule
In the debate over whether it is better to base a retirement income withdrawal rate on predictable historical returns or one that focuses on basic retirement needs, it appears that the jury is still out.
Retirement Income Summit 2013 Natalie Choate: The best and worst tax strategies
Tax expert says creativity counts when figuring out how to mitigate the tax hit on retirement income.
Top tweets from IN's Retirement Income Summit 2013
InvestmentNews' Retirement Income Summit 2013 is under way in Chicago. We've pulled together the most intriguing tweets from Day 1.
Retirement Income Summit 2013 Mary Beth Franklin: Home schooling long-term care
Dr. Carolyn McClanahan, both a medical doctor and CFP, admits she is a minimalist when it comes to seeking medical care. And when it comes to long-term care, she has a unique vision of how and where she would like to receive assistance as she ages. Rather than an expensive nursing home or assisted
Flexibility key to retirement planning
A safe withdrawal rate changes with market conditions and the lifestyle goals of the client
In Washington, policy proposals target retirement plans
As Congress searches for ways to generate revenue to reduce the burgeoning federal deficit and debt — and possibly fund a broad overhaul of the tax code — retirement income policy could be a focus on Capitol Hill. The latest manifestation of the trend is the Obama administration's budget proposal,
Personalizing estimates of health care costs
Who is more worried about the impact of escalating health care costs on retirement income planning, you or your clients? Nearly half of the high-net-worth Americans who are close to retirement are “terrified” of what health care costs may do to their retirement plans, according to a 2012 Nationwide
Two diverging paths to income
Two advisers, two approaches to building wealth while preserving the nest egg
Life insurance as income tool
Policies with built-up cash value are popular vehicles for covering expenses in retirement
Hitting the bottom line
Tax guru Natalie B. Choate is of counsel in the trusts and estates department of Nutter McClennen & Fish LLP. She's the author of “Life and Death Planning for Retirement Benefits” (Ataxplan Publications, 1996), a guidebook on estate planning around retirement accounts, and “The QPRT Manual: The
Sometimes, cash now is better than more cash later
I received a really interesting question from an adviser in Minnesota recently who was looking for advice on Social Security-claiming strategies for a newly widowed client.
Getting a jump on the effects of aging by preparing future decision makershttp://edit.investmentnews.com/apps/pbcsedit.dll/red#
10 questions to measure health care expenses
By entering your client's age, gender, state of residence, household income and planned retirement date into sophisticated software such as HealthView Services' HealthWealthLink tool, you can get a general idea of his or her future health care expenses in retirement based on localized Medicare plan
Explore your opportunities and be informed for your next move.
Mary Beth Franklin, InvestmentNews
Harley Gordon, CLTC