Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
NEWS & PRODUCTS, MAY 2008
By Staff WriterAccording to recent data released by the Employee Benefits Research Institute (EBRI), for fiscal year 2009, employee benefits-related tax expenditures ($347.9 billion) will account for...
May 01, 2008
Three Sources of IncomeAcademic research shows that, over our lifecycle, we can generate income from three major sources: human capital, social capital and financial capital. Chart 1 illustrates how...
April 28, 2008
Ask the expert: Annuity suitability in an income planWhat is a good way to determine the suitability of using an annuity as part of an income plan for my clients?
April 27, 2008
Ask the expert: Annuity suitability in an income planWhat is a good way to determine the suitability of using an annuity as part of an income plan for my clients?
April 24, 2008
Phoenix Launches No-Load Annuity for Fee-Based AdvisorsIn yet another testament to the rising popularity of annuities, Hartford, Connecticut-based The Phoenix Companies has launched Phoenix Portfolio Advisor Variable Annuity, an innovative low-cost, no-load annuity sold through the company's distribution partners, including wirehouses, regional broker/dealers, and financial institutions.
April 06, 2008
The Election Is On!Variable annuity sales reached a new record in 2007 and the ongoing appeal of guaranteed living benefits (GLBs) played a key role in their success.
April 06, 2008
Will Low Rates Stall Income Plans?Will recent rate cuts designed to fuel the U.S. economy stall the retirement income plans that advisors have helped their clients put in place?While advisors ...
April 06, 2008
Will Low Rates Stall Income Plans?Will recent rate cuts designed to fuel the U.S. economy stall the retirement income plans that advisors have helped their clients put in place?While advisors ...