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.
The Mutual Benefits of 401(k) Plans
By Ed McCarthy, CFP, RICPFor many employees and executives, their 401(k) plans have become a large part of their retirement savings. The plans are also important for employers, though,...
September 30, 2008
From Good to Great to Industry IconAlthough 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 25, 2008
Credit Crunch Likely to Boost Popularity of 401(k) Debit CardsA decade ago, when Americans took part in investor knowledge surveys, most people did not even know what stocks or bonds were, recalls Barbara Roper, director of investor protection at the Washington, D.C.-based Consumer Federation of America. But the one thing that just about everyone knew for sure, she says,...
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 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...