Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Ask the expert: Annuity suitability in an income plan
By Linda KocoWhat is a good way to determine the suitability of using an annuity as part of an income plan for my clients?
April 06, 2008
Will Low Rates Stall Income Plans?Will recent rate cuts designed to fuel the U.S. economy stall the retirement income plans that advisors have helped their clients put in place?While advisors ...
April 06, 2008
Will Low Rates Stall Income Plans?Will recent rate cuts designed to fuel the U.S. economy stall the retirement income plans that advisors have helped their clients put in place?While advisors ...
April 05, 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.
April 01, 2008
Capital ControlIt's no secret that not all couples are alike. When it comes to raising families, running a household, or making a decision about what to...
April 01, 2008
Positioning for the Great Wealth TransferWith trillions of dollars in liquid assets coming out of retirement accounts or transferred to the next generation in the coming years, many advisors are...
April 01, 2008
Getting a Handle on 408(b)(2)The Department of Labor's (DOL) newly proposed 408(b)(2) regulation, which mandates disclosures of compensation and conflicts of interest by plan service providers will, when finalized,...
April 01, 2008
Combo ProductsRetirement income is in the news and several companies have responded to the increasingly visible shift from investment accumulation to income distribution by announcing new...