Retirement InSight and Trends
Retirement readiness and income planning insights for retirement advisors.
Shelley Giordano, Chair of the Funding Longevity Task Force Editor’s note: This article is an adaptation of the live webinar delivered by Shelly Giordano in 2016. Her comments have been edited for clarity and length. .You can read the summary article here as part of the October 2016 Retirement InSight and Trends Newsletter, worth 1.0 …
The following is an excerpt from the March 2016 GAO Report to Congressional Requesters, RETIREMENT SECURITY – Better Information on Income Replacement Rates Needed to Help Workers Plan for Retirement. Why GAO Did This Study Part of the Department of Labor’s (DOL) mission is to promote the retirement security of America’s workers, a goal that has …
Mathew Greenwald, PhD – Retirement Research Expert Editor’s note: This article is an adaptation of the live webinar delivered by Mathew Greenwald and Cindy Levering of the Society of Actuaries in 2016. Their comments have been edited for clarity and length. You can read the summary article here as part of the July 2016 Retirement …
Faisal Habib, PE, MBA, FRM – Retirement Income and Investments Analysis Expert Editor’s note: For 25 years, the 4% withdrawal rule has reigned supreme in the financial planning community as the single solution for the highest probability of creating sustainable income from a retirement portfolio. I must confess that I was part of that crowd, …
David M. Blanchett, PhD, CFA, CFP®, Head of Retirement Research, PGIM DC Solutions Editor’s note: This article is an adaptation of the live webinar delivered by David Blanchett in 2016. His comments have been edited for clarity and length. You can read the summary article here as part of the April 2016 Retirement InSight and …
Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute Editor’s note: This article is an adaptation of the live webinar delivered by Stephen Horan in 2014. His comments have been edited for clarity and length. You can read the summary article here as part of the April 2016 Retirement InSight and Trends Newsletter, worth …
Michael Falk, CFA, CRC® – Behavioral Finance & Investment Management Expert Editor’s note: This article is an adaptation of the live webinar delivered by Michael Fa;lk in 2016. His comments have been edited for clarity and length. You can read the summary article here as part of the April 2016 Retirement InSight and Trends Newsletter, …
Alexandra Macqueen, CFP® – Personal Finance Author & Expert Editor’s note: This article is an adaptation of the live webinar delivered by Alexandra Macqueen in 2015. Her comments have been edited for clarity and length. You can read the summary article here as part of the December 2015 Retirement InSight and Trends Newsletter, worth 1.0 …
Denise Appleby, APA, CISP, CRPS, CRC, CRSP – IRA Strategies for Mistakes Prevention Expert By Denise Appleby, MJ, CISP, CRC®, CRPS, CRSP, APA, Founder and Owner of Appleby Retirement Consulting, Inc. If you are one of the many financial/tax professionals who have been seeking clarity about converting after-tax amounts to Roth IRAs tax-free, IRS Notice 2014-54, issued …
David M. Blanchett, PhD, CFA, CFP®, Head of Retirement Research, PGIM DC Solutions Editor’s note: This article is an adaptation of the live webinar delivered by David Blanchett in 2015. His comments have been edited for clarity and length. You can read the summary article here as part of the June 2015 Retirement InSight and …
Bruce McPherson, CRMP – Reverse Mortgage Expert Editor’s note: This article is an adaptation of the live webinar delivered by Bruce McPherson in 2015. His comments have been edited for clarity and length. You can read the summary article here as part of the June 2015 Retirement InSight and Trends Newsletter, worth 1.0 CE when …
Michael Falk, CFA, CRC®, Focus Financial Consulting Editor’s note: This article is an adaptation of the live webinar delivered by Michael Falk in 2015. His comments have been edited for clarity and length. Michael and I met in the late 1990s while we both served on the Plan Sponsor Council of America’s Communication and Education …
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