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.
Taking Advantage of the Pension Protection Act
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThe Pension Protection Act (PPA) signed into law last August is among the most important and comprehensive pieces of legislation in several decades, and a...
January 25, 2007
Americans Good At Saving For Retirement: AXAAmericans lead the world in saving for retirement but are not as confident as workers in other nations that their pensions are safe.The average U.S. ...
January 23, 2007
MainStay Survey Highlights How FAs Can Best Work with Clients"The Five Attributes of Highly Successful Financial Advisors", the latest executive summary of MainStay Investments 2006 Across Generations survey, found that an advisor's ability to provide meaningfu
January 21, 2007
Where Did The Trillions Go?Not too long ago all the talk was about the impending intergenerational transfer of about $10 trillion from the current crop of senior citizens to ...
January 17, 2007
IRAs Still Underutilized, Survey FindsA new study by Fidelity Investments and its clearing arm, National Financial, reveals that despite the fact that seven out of 10 people fear they won't have enough money to live on in retirement, only 46% of them are using an IRA for retirement savings.
January 16, 2007
Tool Helps Advisors Market To Federal EmployeesTrust Builders Inc. has started selling the TRAK-Gap Analysis calculator system.Advisors who sell retirement planning services to government employees can use the illustration system to ...
January 16, 2007
Tool Helps Advisors Market To Federal EmployeesTrust Builders Inc. has started selling the TRAK-Gap Analysis calculator system.Advisors who sell retirement planning services to government employees can use the illustration system to ...
January 04, 2007
Survey Weighs ImpactSudden reversals of fortune can wreck retirement plans for even the most disciplined savers, particularly when the financial setback is the result of an involuntary ...