Hosted by Janus Capital Group and FPA
Winners for 2008 will be announced by July 15. The deadline for 2009 entries is March 3.
Financial Frontiers Awards
Talking Point
In
the latest 10 Questions
feature (PDF | 470KB), EBRI's CEO, Dallas Salisbury,
predicts Medicare benefits eventually will be cut. Do you agree
with his assessment on the future of Medicare? More>
August 2008
Guiding Clients through the Mortgage Mess
by Ed McCarthy, CFP®
Helping clients choose the right type of affordable mortgage is
often an area financial planners don't give much attention to. The
collapse of the housing market is changing that. More>
Do Required Minimum Distributions Endanger 'Safe' Portfolio Withdrawal Rates?
by John J. Spitzer, Ph.D.
At first blush, it would seem reasonable that required minimum
distributions, particularly in a retiree's later years, might
override a plan's designed "safe" withdrawal rate. But as this 2007
Financial Frontiers Judge's Grant paper finds, RMDs don't put the
portfolio at increased risk.
More>
Income-Harvesting Strategy: Achieving Inflation-Adjusted Income from a Lump-Sum Asset
by Zachary S. Parker, CFP®, LUTCF
This 2007 Financial Frontiers Judge's Grant paper proposes a method
for retirement withdrawals that harvests income from two equity
accounts to fund an income account. The method allows withdrawal
rates of five to six percent—while growing the
principal at the same time. More>