Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Introducing the Wealthy to Roth IRAs
By Melanie WaddellAdvisors take heed: the income limit for those who can convert their retirement holdings from a traditional IRA to a Roth IRA (now applicable to...
May 01, 2008
Chief Risk OfficerWith retirement shaping up as the New Frontier, advisors are being forced to rethink client risk -- and mitigate that risk as never before. It's...
May 01, 2008
Ahead of the GameMany affluent Americans are addressing economic uncertainty by modifying expenses in the short term, and maintaining retirement investing for the long term, according to new...
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.