Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
VA Summary Prospectus Growth Accelerates
By Linda KocoThe NewRiver Summary Prospectus Index is reporting "staggering" growth in use of summary prospectuses within the variable annuity market.
May 20, 2010
Ages 55 to 64 Most Aggressive Time for Retirement SavingsMetLife asked pre-retirees to answer a series of questions about how they would transition into retirement and found that while overall preparedness is low, retirement...
May 18, 2010
Survey identifies gender differences in retirement savingsMore men than women are worried about outliving retirement savings, in spite of women's longer life expectency.
May 11, 2010
Seven ways to help clients spring clean their financesMost people want to sweep their money troubles under the rug - a financial spring clean is just what this country needs.
May 05, 2010
Conversions of Roth IRAs Can Build Charitable LegacyUsing a 2010 Roth conversion to enhance charitable giving benefits clients and advisors alike
May 05, 2010
IRA Contributors Falling 40%, Latest Putnam Study FindsNew research finds funding for IRA down sharply in 2010, and Roth conversions are proving unpopular.
May 04, 2010
Confusion Clouds 401(k)-to-Roth Conversions, Fidelity Survey SaysMore than half of investors who hold old 401(k)s with former employers aren't clear whether those assets can be converted to Roth IRAs, according to findings from Fidelity Investments.
May 03, 2010
New Definition of Financial Success?TD Ameritrade survey finds that many investors want to be free of debt.