Updated Friday, August 28, 2015 as of 5:28 AM ET
Beware of Clients in the Danger Zone: Retirement Scan
Equity allocations are generally higher than years past even for retirees, but some clients are still overexposed to stocks; Plus, the idea of privatizing Social Security is being suggested again by some.
More in Investment Insights
China is the central focus of a global market rout that has left the Dow with its worst four-session performance since November 2008. more »
Risk assessment and rebalancing are especially important when the market goes on wild swings; Plus, how clients can benefit from the market correction. more »
Planners worry about client fatigue if the downdraft drags on. more »
A 55-year-old client who decides to withdraw from his 401(k) account with his former employer may be exempt from paying the penalty if he is totally and permanently disabled and has an IRS levy; Plus, wallet-friendly travel tips for retirees. more »
The Standard & Poor’s 500 Index roared back from the brink of its first correction in nearly four years even as the rout in all but the riskiest of global assets worsened. more »
A wave of selling gripped global markets as the rout in all but the safest assets deepened. more »
Clients are understandably worried, but smart advisors can calm their nerves. Here’s how. more »
Laddering is a good fixed-income strategy that will enable clients to earn higher yields and protect them from rate increases; Plus, how retirees can make money in the sharing economy. more »
Turbulence in financial markets gathered momentum amid intensifying concern over slowing global growth, pushing the Dow Jones Industrial Average into a correction and giving other stock gauges their worst losses since 2011. more »
Couples need to plan on how they will claim their Social Security retirement benefits if one of them is receiving disability benefits or has a public pension to avoid complications; Plus, what happens to Social Security benefits after a guardian dies. more »
The federal government is calling on comments for its proposal to allow Medicare to cover physicians' fees for discussing end-of-life issues with beneficiaries; Plus, how to transfer inherited IRAs. more »
Retirees who can no longer afford to settle their debts because of job loss, business failure and other misfortunes may seek a one-time-payment settlement with their creditors; Plus, ways in which retirees can tap their portfolio using various strategies. more »
Taking a required minimum distribution from a retirement account to satisfy the RMD of another account is allowed only if both accounts are traditional noninherited IRAs or noninherited 403(b) plans; Plus, how to decide between a 401(k) and an IRA when saving for retirement. more »
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