Fw: Kitces: Best Strategy for Portfolio Withdrawals?

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Thu, 1 Jan 2015 16:00:32 -0500 (EST)

To: <mainandwall@gmail.com>

Subject: Kitces: Best Strategy for Portfolio Withdrawals?

Home  |  Subscribe       Portfolio   Jan 01, 2015       Top Stories   Kitces: Best Strategy for Portfolio Withdrawals? by MICHAEL KITCES   A comparison of 'decision rules' with rebalancing suggests that advisors may not be giving one simple strategy the credit it deserves. READ MORE »   Schorsch Quits Board of RCS Capital by NEIL CALLANAN AND BRIAN LOUIS   Nicholas Schorsch has resigned from RCS Capital, New York REIT and 11 other non-traded real estate investment trusts and direct investment programs sponsored by AR Capital. READ MORE »   ETF Surge: Top Performers of 2014   ETFs in the U.S. reached a $2 trillion dollar milestone in December, demonstrating the product’s surge in popularity. Here are the year's 10 best performers. READ MORE »       The Unexpected Side Benefit of Annuity Guarantees: Retirement Scan   Annuity guarantees will help improve relationships among couples, says annuity specialist; Plus, five great small cities for retirees. READ MORE »   When to Use Stop-Loss Strategies by WILLIAM ATKINSON   Frequent traders use the tools with individual stocks, but planners advise caution for many clients. READ MORE »   A Good Reason Not to Fund a 401(k): Retirement Scan   Clients may consider reducing the amount they set aside in their 401(k) plans and invest the money in real estate, according to financial planner; Plus, how women can generate income for life. READ MORE »       The Best Stocks for Retirees: Retirement Scan   Stocks that have seen an increase in dividends for at least 25 straight years are the best stocks for retirees who want stability and consistency in their investments; Plus, using umbrella insurance to protect retirement assets from future liability lawsuits. READ MORE »   Retiring for the Right Reasons: Retirement Scan   If your client is retiring due to boredom on the job or because it just feels like the right time, they may not be prepared; Plus, clients have two options in claiming lump-sum payments from Social Security. READ MORE »         White Papers   Overcoming Transition Hurdles   One in four advisors consider moving within two years.* Are you one of them? Do you wonder if your clients will follow?  Are you concerned that the disruption might be too great?  You may also be worried about not knowing the depth of legal and compliance considerations. Download Overcoming Transition Hurdles to find solutions that help you understand how to successfully move your practice while maintaining a focus on client relationships and growth.  *The Cogent Discovery Series: Advisor Channel Migration TrendsTM 2013.      READ MORE »   Millennials: Cracking the Code   When it comes to financial literacy, most millennials do not know where to begin. READ MORE »   MORE IN WHITE PAPERS »       Web Seminars   New Approach to Social Security Planning   After years of research, the national leaders in Social Security strategies have developed a new process to identify and compare Social Security strategies. READ MORE »   The Digital Wealth Management Transformation is here. Prepared?   View this webinar on demand featuring Sophie Schmitt, Senior Analyst for the Wealth Management Team at the Aite Group and John Bird, Senior Director of Product Marketing from Yodlee Inc. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       For more information about reprints and licensing content from Financial Planning, please visit www.SourceMediaReprints.com or contact PARS International Corp. (212) 221-9595.   You are currently subscribed to Portfolio as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809