Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Study: Retirement account balances down by 15 percent or higher
By Staff WriterA sign of the times - median asset levels in defined contribution (401(k)) and IRA/Keogh plans dropped at least 15 percent from year-end 2007 to...
August 01, 2009
Online ExtraFor more on the appeal of socially responsible investing strategies to the baby boomer demographic, visit "Here to stay" by Mike Werling now available online...
August 01, 2009
Retirement: A Field in FluxThe Retirement Income Industry Association's "View Across the Silos" means that members call looking for advice and examples that go beyond what they usually see...
August 01, 2009
Retirement NewsThe House Education and Labor Committee approved in June the 401(k) Fair Disclosure and Pension Security Act of 2009 (HR 2989); two other bills, the...
August 01, 2009
Healthcare Reform Steamroller AdvancesAs Congress continues to forge ahead with healthcare reform, House Democrats as well as the Senate Health, Education, Labor, and Pension Committee (HELP) introduced in...
August 01, 2009
Retirement Planning: What's Next For Target Date Funds?What should become of target date funds? These are the so-called set-it-and-forget-it funds that are gaining in popularity, particularly since the Pension and Protection Act...
August 01, 2009
More Annuities Used in Income PortfoliosAt a time when the market downturn has caused some advisors to question their ability to construct adequate retirement income portfolios, advisors are increasingly turning...
August 01, 2009
Annuity Analytics: What Is a Guaranteed Rate Really Worth?The sales pitch sounds too good to be true, and should instantly set off financial alarm bells. Here's how it goes: "Give us your money...