Retirement

Retirement strategies »

Marlene Satter
Millennials make less than boomers did at their age
Article posted by Marlene Y. Satter
Millennials are making 20 percent less than boomers did at their age—and that’s despite the fact that they’re also better educated than boomers were when they were younger.

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Investments »

William Byrnes
Trump tax reform may prompt changes in clients' 401(k) strategies
Article posted by William H. Byrnes, Esq.
The beginning of the Trump presidency is right around the corner—and, for many high-income clients, this new era is expected to bring about substantially reduced income tax rates. While this reduction in income tax rates will likely come as a welcome change, it also adds a new layer of complexity to retirement income planning

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Regulatory »

Nick Thornton
Bill to delay fiduciary rule not expected to get immediate attention
Article posted by Nick Thornton
Industry stakeholders would be wise to temper hopes that introduced legislation to delay implementation of the Labor Department’s fiduciary rule will be addressed quickly, according to one veteran industry advocate.

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Retirement plans »

William Byrnes
State crackdown on annuities sharpens suitability issues for advisors
Article posted by William H. Byrnes, Esq.
Newly issued New York regulatory guidance highlights the fact that explaining the variations between different types of immediate and deferred annuities can prove challenging for even the most experienced advisor.

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Economy »

Melanie Waddell
DOL Fiduciary Rule could be halted 'within days' of inauguration
Article posted by Melanie Waddell
The Department of Labor’s fiduciary rule could be delayed “within days” of the new administration through action taken by Labor, instructions from the White House, or pending court cases.

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