Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Feds Give Plan Amendment Details
By Staff WriterThe Internal Revenue Service has published a notice that gives technical compliance details concerning a number of regulatory changes that will affect 401(k) plans ...
December 01, 2005
Adding Property to the MixPurchasing real estate has long been a vehicle that investors use to help pad their retirement, but a growing trend among investors these days is...
November 30, 2005
Phoeni Withdrawal Benefit Can Protect SpouseThe Phoenix Companies Inc. has introduced a deferred variable annuity with a living benefit rider that can guarantee income for a surviving husband or ...
November 30, 2005
Rider Shields Variable Life AssetsA unit of the Ameritas Acacia Companies is offering annuity-style asset protection for holders of variable universal life insurance policies.[@@]The company, Ameritas Variable Life ...
November 18, 2005
Analysts Warn Against Annuity Sales HypeLife insurers had better be sure that both they and their customers understand the costs and limitations of the annuity benefit guarantees they are ...
November 14, 2005
Insurers Add VA Withdrawal BenefitsPhoenix Companies Inc. and ING USA Annuity and Life Insurance Company are expanding their menus of retirement income options.[@@]Both companies have introduced new guaranteed ...
November 09, 2005
New Approaches Needed For New Discipline Of Income PlanningIf the word is starting to get out on income planning, certain actions need to follow, said two leaders of a course on managing ...
November 02, 2005
Teleconference To Shape Major Federal Aging EventMembers of the public can call in to listen to a policy committee set the final agenda for the 2005 White House Conference on ...