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.
From Good to Great to Industry Icon
By staff WriterAlthough determined, Ron was unable to crack the $2M per year mark when he first joined CRP in 2002. Now, Ron is one of the most successful and accomplished advisors in the industry today, on track to finish 2008 with $25M in
September 09, 2008
Roth IRAs: A Strategic Tool in Estate PlanningAs life expectancy increases and baby boomers retire in record numbers, more middle-class Americans are creating or revising wills and living trusts to leave as much as possible to their loved ones. As an advisor, you
September 08, 2008
Economy Shows Value Of Guaranteed IncomeThe current investment market slump may be increasing U.S. consumers' interest in collecting a steady stream of retirement benefits.Researchers at Principal Financial Group Inc., Des ...
September 01, 2008
Seeing the Boomers' Big PictureThe news media often lump baby boomers together when they discuss that age group. That generalization can be incorrect, particularly when it comes to understanding...
September 01, 2008
Target-Date Funds Highlighted in Recent Putnam 401(k) SurveyA study of more than 150 advisors who focus on the retirement marketplace has revealed the key criteria in the selection of qualified default investment...
August 31, 2008
How Advisors Can Capitalize On PPA's Advice ProvisionsThe 2006 passage of the Pension Protection Act opened the door for defined contribution plan sponsors to offer investment advice to participants.The act's safe harbor ...
August 31, 2008
How Advisors Can Capitalize On PPA's Advice ProvisionsThe 2006 passage of the Pension Protection Act opened the door for defined contribution plan sponsors to offer investment advice to participants.The act's safe harbor ...
August 14, 2008
Retirement saving increasesA study by Fidelity Investments found that despite economic pressures, Americans are saving more for retirement in 2008. The average pre-tax contribution to 401(k) accounts...