Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Annuity assets turn around after five-quarter decline
By Danielle AndrusIt seems five quarters of decline in variable annuities compared to other years may finally be turning around. The Insured Retirement Institute announced today that...
November 18, 2009
High Net Worth Kept Retirement Money in Motion, FRC FindsWealthy sought to consolidate different retirement accounts during crisis
November 18, 2009
Boomers still underprepared for retirementBoomers considering working a few extra years to fund their retirements may still fall short of their goals. A recent survey from Wells Fargo found...
November 18, 2009
Interest Grows in Reverse MortgagesAmount that can be borrowed to be reduced by year-end
November 18, 2009
Cerulli: Advisors Cool Toward Holistic Income PlanningDespite seeing major losses in client portfolios, advisors still have not embraced holistic retirement income planning, says Cerulli Associates.
November 17, 2009
Small changes now can help women retire more comfortablyQ. What special needs do boomer women have in planning for retirement? How do I help my clients overcome these challenges? A. Everyone is finding preparation...
November 17, 2009
Top Story: The deferred income annuity is a hybrid worth consideringA deferred income annuity guarantees a future income stream and can be bought at a fraction of the cost of a single premium immediate annuity. These have market appeal for several reasons.
November 16, 2009
Top Story: The deferred income annuity is a hybrid worth consideringA deferred income annuity guarantees a future income stream and can be bought at a fraction of the cost of a single premium immediate annuity. These have market appeal for several reasons.