Retirement

Support retirement conversations with clients and plan participants with timely topics on retirement planning.

Retirement Wellness

Visualize the nonfinancial side of retirement.

Find out how to build stronger relationships with preretirees by helping them prepare for the emotional and lifestyle changes of retirement.

Sales Tools

Planning for Retirement Health Care Costs

Affording health care costs is a concern for people of all ages as these costs are considered to be one of the larger expenses clients will face in retirement... Read More

Health Care

Breaking Down Health Care Expenses in Retirement

Given that health care costs are incurred over time, it makes sense to view them as an ongoing regular budget item. Read More

Sales Tools

The Impact of Medicare Expenses on Retirement Income

An overview of the most important rules surrounding Medicare premiums and practical guidance on how these rules impact common retirement investment vehicles... Read More

Retirement Investing

Client Conversations

Facing Retirement in a Down Market

Following a conservative withdrawal approach early in retirement and planning for temporary adjustments along the way can help retirees weather the markets. Read More

Client Conversations

Retiring in a Volatile Market

Monte Carlo Analysis

Sales Tools

Using Monte Carlo Analysis to Help Clients Prepare for the Future

By utilizing Monte Carlo analysis, financial professionals can help clients understand how the decisions they make today can affect their retirement income tomorrow. Read More

Asset Allocation

Gain valuable market intelligence, multi-asset investment perspectives, and portfolio construction insights.

Retirement Pulse

Client Conversations

How the Coronavirus is Affecting Retirement Saving

The coronavirus pandemic has caused upheavals in the markets, the workplace, and the home. What will be the effects on retirement saving? Read More

Retirement Income

Understanding Preretirees' Retirement Income Preferences

The shift from defined benefit to defined contribution plans has placed shared burdens on the employee and employer to solve for retirement income. Read More

Retirement Pulse: Evaluating Roth and Pretax Retirement Savings Options

Having a meaningful level of Roth assets via a Roth IRA or Roth option in a 401(k) can help you manage taxes effectively in retirement. Read More

Retirement Pulse: When to Consider a Roth Conversion

Converting a Traditional IRA to a Roth account affords investments tax diversification and the benefit of tax-free distributions in retirement. Read More

How Much Cash Should Retirees Have on Hand?

Retirees may consider having extra cash on hand to help sustain themselves should there be an extended down market. Read More

Retirement Pulse: Tax-Efficient Withdrawal Strategies

The order in which retirees withdraw from taxable and tax-advantaged accounts should be informed by tax-efficient strategies. Read More

Are My Retirement Savings on Track?

As your clients save for retirement, it is likely you will get questions about how much they need to save and whether they are on track. Read More

New and Noteworthy

Client Conversations

Understanding Capital Gains and Taxes on Mutual Funds

Prepare for client conversations about the potential tax consequences of mutual funds. Read More

Client Conversations

Paying for College: Four Tax Advantages to Consider

Do you have a client with a child heading to college? Smart planning using the tax advantages in this article can greatly reduce the financial burden when saving for a college education. Read More

Client Conversations

Social Security: It Could Pay to Wait

Determining the timing for collecting Social Security benefits is critical when helping clients plan for retirement. This article shows the financial advantage of delaying payouts. Read More

Client Conversations

Does Staying the Course Still Make Sense?

Acting on emotion or trying to anticipate the market's direction can compromise a portfolio's long-term return potential. Read More

Intellectual Capital

With Recent Tax Cuts, Investors May Need to Revisit Their Financial Planning

Having just faced the April 17 tax filing deadline, U.S. taxpayers should consider the wide-ranging impact of the tax law changes for 2018. Read More

Retirement Perspectives

Income Replacement in Retirement

It’s helpful to have a target for what you might spend in retirement. The challenge is knowing what those expenses might be if you’re many years away from retiring... Read More

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Retirement Wellness

Health Care Expenses in Retirement

Additional Insights

Retirement Investing

Monte Carlo Analysis

Asset Allocation

Retirement Pulse

New and Noteworthy

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