Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Sweetening the Pot
By Melanie WaddellIt turns out the retirement industry was indeed onto something when it started adding a guaranteed minimum withdrawal benefit (GMWB) rider to variable annuities a...
February 28, 2008
Tax Deferral Key to Generating Income, Saving MoreTax deferral is vital for accumulating more savings and generating more retirement income, according to a new white paper released by Jefferson National, and the key is using a low-cost, no-load tax-deferred investment platform such as a no-load, flat-insurance fee variable annuity after maxing out contributions to other vehicles such...
February 22, 2008
Supreme Court Says 401(k) Participants Can SueThe Supreme Court ruled February 20 that a participant in a 401(k) plan can sue to recover losses in his 401(k) account when the plan...
February 20, 2008
PBGC Diversifies Its Investments PolicyThe Pension Benefit Guaranty Corporation (PBGC) announced February 18 that it has adopted a new diversified investment policy, which includes investing heavier in equities and...
February 17, 2008
How Prepared Are Advisors To Meet The Income Planning Challenge?A question surfacing among income planning experts is just how prepared advisors are to meet the needs and challenges of this relatively new area of ...
February 17, 2008
How Prepared Are Advisors To Meet The Income Planning Challenge?A question surfacing among income planning experts is just how prepared advisors are to meet the needs and challenges of this relatively new area of ...
February 12, 2008
Gadenne to Head RIIA Full TimeFrancois Gadenne, the founding chairman of the Retirement Income Industry Association (RIIA), will now assume full-time leadership of the nonprofit organization, and will divest his commercial interests--including ownership in his company, Retirement Engineering, Inc.--and its associated assets including all intellectual property assets. Gadenne will continue to serve RIIA as chairman...
February 10, 2008
LTC Insurance Should Be A Key Piece Of An Income PlanThe importance of long term care insurance as a piece of an income plan was underscored during a recent presentation at a conference on longevity.Financial ...