Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Five Steps to Improve Gen X, Y Retirement Returns: LIMRA
By Danielle AndrusLooking back at research it released in February on Gen X and Gen Y consumers financial knowledge, during a media roundtable at the 2013 Retirement Industry Conference on Thursday, LIMRA identified five steps younger investors could take to improve their outcomes in retirement.
April 18, 2013
15 Best Investing Quotes of All TimeWhether markets are roaring ahead or stumbling off a cliff, good, solid advice is always needed to restrain the euphoria or soothe the panic attack.
April 17, 2013
IRA Cap Gives Rise to New Funding StrategiesAs with the Whac-A-Mole carnival game, new regulation means new opportunity.
April 16, 2013
What Advisors Don’t Know About Variable Annuities: GLIBsIn the third post of our series on variable annuities, we look at the choices policyholders need to make regarding the guaranteed lifetime income benefit.
April 11, 2013
94% of Pension Plans Underfunded: WilshireA low-interest-rate environment is wreaking havoc with corporate defined benefit plans.
April 08, 2013
TRAU to Launch Plan Sponsor UniversityAs the Department of Labor becomes more interested in how retirement plan sponsors run their plans, educating not just participants but the sponsors themselves becomes more important.
April 08, 2013
How to Spring Into the Retirement Plan SpaceWith a few key prospecting steps, advisors can position themselves for growth with corporate and individual clients
April 05, 2013
Versailles on the PotomacThe president is giving back a portion of his salary in what has been called sequester solidarity.