Updated Monday, December 22, 2014 as of 10:37 AM ET
Crash Test: How Safe Is That Retirement Portfolio?
The ideal investing approach should control downside risk while also achieving a reasonable rate of growth. Here are a few suggestions.
More in Retirement Planning
"If you think you have no special needs clients, you probably are not asking the right questions,” says Mike Walther. more »
The share of families with an individual account retirement plan such as an IRA or 401(k) is decreasing, but the assets in those plans are increasing, according to a new study. more »
Clients with both pre- and after-tax money in their employer plans can allocate distribution to separate retirement accounts. more »
The IRS is being urged to bolster its enforcement efforts on multimillion-dollar IRAs in a new government report that also encourages Congress to provide more direction. more »
FINRA arbitration panel sides with a former Commonwealth Financial Network client who claims he lost his retirement savings due to bad retirement planning advice. more »
The IRS has issued guidance clarifying the impact that a 2014 rollover of an individual retirement arrangement has on the one-per-year limit imposed by the Tax Code on tax-free rollovers between IRAs. more »
Advisor-focused legislation may be a long-shot, but Republican majorities in both chambers could result in more scrutiny for agencies mulling fiduciary rules. more »
The changing nature of retirement for clients is an opportunity for firms. "They’re still going to need advice, but the advice is going to take on a different form," says Merrill Lynch's John Thiel. "It is moving from investment advice to life advice." more »
Millennials are becoming more proactive about retirement planning, according to the semiannual 401(k) Wellness Scorecard report from Bank of America. more »
Older middle-class Americans in their 50s are more likely to lack confidence in their retirement preparedness, with almost half fearing they haven't saved enough. more »
The proposed regulations address the tax treatment of distributions from designated Roth IRA accounts under tax-favored retirement plans. more »
The U.S. Supreme Court will consider giving 401(k) participants more power to sue their plans over investments that impose excessive fees, accepting an appeal tied to a wave of suits against employers. more »
Charles Schwab removed Pimco from its target-date retirement funds after the departure of Bill Gross. more »
The December Issue is now online!


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