Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Drivers of Annuity Sales
By Melanie WaddellAssets in annuities will jump to $2.9 trillion by 2012--a compound annual growth rate of 7.9%--sparked by demographic trends and product development that addresses both...
June 30, 2008
Editorial Comment: Gotta Know Withdrawals ColdShelly 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.
June 26, 2008
Growth in 401(k)/IRAs, Participants Has SlowedAlthough assets in 401(k) and IRA retirement plans have risen significantly in recent years, growth in the number of these plans as well as in...
June 26, 2008
Advisors Not Up to Date on AnnuitiesMitch Politzer, senior VP of Lincoln, Nebraska-based Ameritas Advisor Services (a unit of Ameritas Life Insurance Corp., New York), had a hunch that financial advisors might not be as prepared as they should be to lead Americans toward a secure retirement. He therefore teamed up with Chicago-based market research firm...
June 25, 2008
Retirement income without annuitiesInvestors may be put off by liquidity restraints in annuities, and wary of hidden fees, according to the Wall Street Journal. The paper cites a...
June 25, 2008
More Guidance on HSAsThe Treasury Department and the Internal Revenue Service today released Notice 2008-59, which provides employers and employees with a new set of formal questions and...
June 25, 2008
Iowa: Insurers Need Not Send Extension NoticesThe Iowa Division of Insurance says insurers can tell consumers about the new, 60-day emergency grace period when they call, rather than notifying them by ...
June 25, 2008
Insurer Offers Income Planning KitAn arm of Sun Life Financial Inc. has come out with a new collection of information for retirement planning advisors.The Wellesley Hills, Mass.-based U.S. division ...