Fw: New Model for Withdrawal Rates

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

Date: Thu, 22 May 2014 12:19:06 -0400 (EDT)

To: <mainandwall@comcast.net>

Subject: New Model for Withdrawal Rates

Home  |  Subscribe       Daily   May 22, 2014       Top Stories   New Model for Withdrawal Rates by SAMANTHA ALLEN   A new dynamic withdrawal strategy from J.P. Morgan takes utility and real-life spending habits into account and suggests clients could spend more at the beginning of retirement. READ MORE »   Client Events Need Just the Right Touch-Here's How by MIRIAM ROZEN   Advisors who host an event to lure the well-heeled often end up being disappointed. Here are six steps to do it right. READ MORE »       RJFS Forecast: Best Recruiting Year Since '09 by CHARLES PAIKERT   Most of the new arrivals are employees of larger financial service companies, said president Scott Curtis, and about 25% are already independents. READ MORE »   ICI Warns Systemically Important Designation Could Chill Mutual Funds by KENNETH CORBIN   The fund association maintains the industry is already heavily regulated, and in the event of failure a single fund can exit the market in an orderly process with little disruption, unlike banks. READ MORE »   CFP Board Aims to Fix Its Fee-Only 'Mistake' by SCOTT WENGER_RACHEL F. ELSON   'We were not as proactive as we should have been,' the CFP Board says, rolling out two initiatives aimed at resolving advisors' incorrect fee-only disclosures on its website. READ MORE »   Dear Old-School Advisor: Change Your Ways, or Lose Our Business by MIRIAM ROZEN   Millennials represent $1.5 trillion in purchasing power and they want things the way they want them—if you want their business, you have to change, not them. READ MORE »           White Papers   Exploring Independence: An overview of the registered investment advisor model   Financial advisors today have an unprecedented number of options. READ MORE »   Retirement Advisors   Clients may ask you to explain your decisions if your investment convictions yield bumpy results. READ MORE »   MORE IN WHITE PAPERS »         Web Seminars   HNW Withdrawal Strategies   Deciding which account to tap first when someone retires is less straightforward than normally assumed, once income taxes and beneficiaries are taken into account. READ MORE »   Behavioral Finance: New Applications   This one-hour webinar will focus on what to do about this problem. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       You are currently subscribed to Daily as: mainandwall@comcast.net. 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