Updated Monday, July 28, 2014 as of 4:27 PM ET
Avoiding Retirement Burnout: Monday's Retirement Scan
Our daily roundup of retirement news your clients may be thinking about.
How to avoid retirement burnout
Clients may experience burnout after they retire, as this stage of life may turn out to be lonely and monotonous for them, according to an article in US News & World Report. Retirees can avoid this if they keep on challenging themselves by experimenting and learning new things and being committed to keeping their social relationships as well as building new ones. They can also keep retirement burnout at bay by exploring new activity areas, doing charitable work, and having positive and carefree attitude towards life.  --Yahoo Finance   more »
More in Retirement Planning
Using multiple accounts for a Roth IRA conversion gives clients a chance to separate winners and losers after the fact. more »
Here are the most critical retirement issues facing clients and their advisors. more »
The U.S. Supreme Court has limited bankruptcy protection for inherited IRAs. Here's how you can continue to take care of clients' hard-earned legacies. more »
When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »
The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements. more »
Many independent advisors say they consider themselves fiduciaries, even if they aren’t legally obligated to adhere to that standard of care. So why are so many opposed to the DoL's expected proposal? 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 »
These combination or hybrid products package long-term care coverage with a life insurance policy or annuity-like product. more »
On October 22, 2010 the U.S. Department of Labor proposed to broadly amend the definition of fiduciary under ERISA as a person who provides investment advice to plans for a fee or other compensation. The rule has generated a lot of controversy, and the DOL has delayed the redraft of it until at least January 2015. more »
The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans. more »
Dos and Don’ts with 401(k) Plans; Building Retirement Savings; Income Strategies more »
Paul Mahan is back in his old position at Commonwealth after a month with LPL Retirement Partners. more »
Kathleen Tarr says AT&T Inc. employees looked to her as “their de facto 401(k) expert.” Visiting their homes and offices, she advised them on their retirement plans as they called up balances on computer screens. more »

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