Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Pre-Retiree Income Crushed Since Beginning of ‘Recovery’
By John SullivanMaybe recovery no longer means what we think. A new report from Sentier Research finds that almost every cohort it studied is worse off now than it was three years ago.
August 24, 2012
Whose Death Triggers Which Death Benefit in That Annuity?Any advisor who offers advice regarding a deferred annuity must be very sure to understand what that contract says with regard to death benefits.
August 23, 2012
Fidelity Enhances Guidance for Retirement Plan ParticipantsFidelity Investments on Tuesday rolled out Plan for Life, which is intended to broaden the guidance experience for workplace retirement plan participants.
August 21, 2012
The Baby Boomer Bust-Up: Advising ‘Gray Divorcees’Theyve been called the "gray divorcees," and their numbers are growing. Are you ready to serve them well?
August 20, 2012
New Professional Retirement Designation Added by American CollegePractitioners have told us they need more information about retirement income strategies in order to better serve their clients, says American College President and CEO Larry Barton.
August 20, 2012
The 4 Biggest Concerns of Retirement Plan ParticipantsHere are some battle-tested ways for advisors to respond to these issues.
August 13, 2012
When Clients Get Lump-Sum Pension Offers (Like GM and Ford), What to Advise?Its not just the automakersan increasing number of your clients may need to choose between a lump-sum payout from their pensions and the traditional annuity option. How should you advise them?
August 13, 2012
Retirement Plan Participants Guess at Savings GoalsReports of workers who say they know how much they need to save for retirement may not be entirely accurate.