Spock-o-nomics at the RIIA Meeting

At the spring meeting of the Retirement Income Industry Association, held at Morningstar Inc. in Chicago, concepts like "stocks for the long run" and "safe withdrawal rate" were out of favor.

Annuities and the Charles Schwab Deal

Most of the annuities now on the Charles Schwab and TD Ameritrade platforms are offered by mutual or foreign-owned life insurers. Lincoln Financial is the sole exception.

Marshmallows and Social Security

Should US retirees delay claiming Social Security until age 70, even if they have to spend savings until then? The Center for Retirement Research at Boston College proposes that strategy as a default option in retirement plans.
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Floor It!

In the Arizona desert, Mike Zwecher had a vision that led to his new book on building outcome-oriented retirement portfolios.
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Social Security Cash-Flow Turns Negative

Unemployment has forced many people to apply for benefits sooner than planned while also reducing payroll tax revenue. But the change won't affect benefits.

Australians Want More Workplace Savings

After more than a decade of compulsory contributions, Australians have over AU$1.177 trillion in their state-sponsored defined contribution plan.

More Assets Moving From 401(k)s to IRAs

“We are definitely seeing an uptick in the number of 401(k) plan participants who choose to roll over plan assets," a Charles Schwab executive said.