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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
July 30, 2003 at 08:00 PM
NU Online News Service, July 30, 2003, 11:21 a.m. EDT – Manulife USA, Boston, has posted a new, Web-based retirement planning guide for members of 401(k) plans at http://www.manulife401k.com
The guide advises plan members to ask themselves four questions:
? How much will my retirement cost?
? How much must I contribute to my retirement plan to pay that cost?
? How should I allocate my contributions among different investment options?
? How well is my plan doing in relation to my goals?
The guide also recommends that plan members think in terms of one of five potential retirement lifestyles. Manulife came up with the lifestyles by using census data and other data, the company says.
Manulife USA is a unit of Manulife Financial Corp., Toronto.
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