Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Zeroing In On A Retirement Income 'Sweet Spot'
By Noel AbkemeierProduct developers and marketers have identified what is commonly referred to as the Affluent segment of pre-retirement consumers (see chart). These are the 2nd tier ...
September 03, 2006
The Crucial Question: Can Clients Afford To Retire?This may come as a surprise to some people, but the baby boom's retirement is already underway.In 2004, 22% of the oldest baby boomers, then ...
September 03, 2006
Zeroing In On A Retirement Income 'Sweet Spot'Product developers and marketers have identified what is commonly referred to as the Affluent segment of pre-retirement consumers (see chart). These are the 2nd tier ...
September 03, 2006
How Variable Products Are Responding To Retirement UncertaintiesA funny thing happened on the way to the marketplace: the classic securities law status signposts have been turned around.Variable insurance products are the marker ...
September 03, 2006
Turning DC Plans Into Lifetime Retirement IncomeThe recently approved Pension Protection Act of 2006 (H.R. 2830) comes on the heels of a "perfect storm" in the retirement industry.That storm includes the ...
September 02, 2006
Scaring Clients Doesn't Work"Fear-mongering comes from people who are trying to push a product or packaged solution," contends Richard L. Akins, a financial planner with LPL Financial Services in Portland, Ore.
September 01, 2006
A Home Is Not an ATMA recent Securities Industry Association (SIA) study on retirement identified a "wealth effect" that surfaced as homeowners amassed equity in their properties and perceived they...
September 01, 2006
Retirement Advisor ProfileWhen Jason Mattox speaks at broker/dealer and investment advisor conferences, he has one message to convey: real estate should be in clients' portfolios, preferably non-publicly...