Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Editorial Comment: Gotta Know Withdrawals Cold
By Linda KocoShelly Kostrunek's article, Retirement withdrawal mistakes to avoid, which appears in this month's issue of Income Planning, focuses on a very important part of income planning: taking withdrawals.
July 01, 2008
Five Questions for the AdvisorMitch Slater, The Slater-Trainor Group, Senior Vice President - Wealth Management, Smith Barney, Florham Park, N.J., shares his views on retirement income and retirement planning. 1....
July 01, 2008
Managed-Payout Funds ProliferateMutual funds are proven wealth-accumulations tools, and the fund industry hopes to build on that success and retain investors' money with managed payout funds. The...
July 01, 2008
Research Projects Retiree ExpensesOne wildcard that worries most retirees is the cost of health care. That concern is understandable: the National Coalition on Health Care reports that health...
July 01, 2008
NEWS & PRODUCTS, JULY 2008The Department of labor (DOL) will continue to scrutinize the indirect compensation that advisors acting as pension consultants receive, warned Alan Lebowitz, a DOL official,...
July 01, 2008
The Retirement-Management Professional's Job DescriptionProfessional education programs should be anchored in the professional's job description. If the job descriptions have evolved, could it be that investment management education programs...
July 01, 2008
Graff's Goal at ASPPA: Closing the GapA go-to guy in Washington for retirement plan policy, Brian Graff has been at the helm of the American Society of Pension Professionals & Actuaries...
July 01, 2008
Portrait of a Branch ManagerIt takes an ultra savvy advisor to service ultra-high-net-worth clients -- and it takes an ultra-talented branch manager to coach top FAs to be even...