Updated Monday, July 28, 2014 as of 10:23 AM ET
Making Your Retirement Money Last: Friday's Retirement Scan
Our daily roundup of retirement news your clients may be thinking about.
A smart way to make your retirement money last
Delaying Social Security benefits and investing in qualifying longevity annuity contracts form a smart strategy that clients can use to ensure they will not outlive their retirement funds, according to CBS Moneywatch. See how a 65-year-old client making about $75,000 a year will enjoy "practice retirement" when she retires completely after delaying her Social Security benefits. The article also determines how much the client will generate in retirement income from a QLAC if she hits full-time retirement age of 70.  --CBS Moneywatch   more »
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New rules will require institutional prime funds to allow NAV to float to market value. more »
A 401(k) for everyone; A disturbing look at the new retirement; To get the annuity right, start at the finish line more »
U.S. investors are used to treating money-market mutual funds as the equivalent of a checking account. That is about to change for the riskiest of the funds. more »
Index mutual fund assets are at new heights but the pressure to keep costs down deters new entrants, says a Lipper analyst.. more »
When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »
What to do with a 401(k) now; When a rollover is not the best idea; Planning for a stay-at-home parent more »
Tax planning comes in many forms for retirees; Habits of successful retirement savers; Saving for the future while enjoying life now more »
What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans more »
Easy way to increase a nest egg; How divorced clients can boost retirement income; Why 'style drift' matters more »
Considering alternatives to retiring; Managing an old 401(k); What to do when retirement accounts are maxed out more »
Immediate annuities surge, but lag other types; Never too late to plan; Different opinions on 4% rule more »
What's driving this new interest? Follow the money: U.S. retirement assets totaled $23 trillion in the first quarter of this year. more »
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2014 Summer Reading List for Advisors

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