Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
9 Principles to Help Boomers Live on Retirement Income
By Michael S. FischerMany American baby boomers have yet to determine how much income they will need in retirement, and even more are uncertain how to invest their money to help maximize their retirement income, according to a new report by Charles Schwab.
November 15, 2011
New Prudential Website Focuses on Guaranteed IncomePrudential Retirement, a subsidiary of Prudential Financial, announced on Monday the launch of a new website to address retirement income needs.
November 13, 2011
When Do IRAs and Annuities Mix?Annuities can be purchased inside an IRA, but is an IRA the right home for an annuity?
November 11, 2011
Deficit Tax Proposals Would Radically Change 401(k)s: EBRIIf enacted, two major tax-reform proposals aimed at shrinking the federal deficit would reduce 401(k) plan contributions and likely send retirement account balances tumbling, according to the nonpartisan EBRI.
November 10, 2011
Few Takers for 401(k) AdviceIn volatile markets, demand should soar for professional financial advice, but few employees are taking advantage of recent rule changes that encourage plan sponsors to offer just that.
November 08, 2011
Primerica Reps to Distribute Lincoln Financial Indexed AnnuitiesLincoln Financial Group got a big boost to its annuity distribution channel Monday when it announced that 82,000 Primerica reps will now have access to Lincoln's fixed indexed annuity products.
November 07, 2011
Target-Date Funds Payout Often Misunderstood: SurveyDefined contribution plan participants, by and large, understand what target-date funds are and how they work, with a notable exception: they have unrealistic expectations about what those funds will provide upon retirement, according to a survey from AllianceBernstein released Monday.
November 07, 2011
Top 10 Countries With Best Retirement SystemsWhen it comes to global surveys, the United States cant catch a break. Weve known for some time that we cant educate our kids. Apparently, our economic freedom has recently been downgraded, and now comes news that our retirement system ranks 10th worldwide.