Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
An Underutilized Charitable Option
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniA provision in the Pension Protection Act (PPA) of 2006, which allows individuals over the age of 701?,,2 to make a one-time donation of up...
March 25, 2007
New Income Planning Model Is Needed, NAVA Speakers SayProducts are not enough to meet the growing retirement income needs in the United States, said Lisa Plotnik here at the annual marketing conference of ...
March 22, 2007
DOL Requires More Due Diligence for 401(k) AdvisorsA bulletin issued in early February by the Department of Labor (DOL), which calls upon advisors to plan sponsors go through an increased due diligence process in line with specifications detailed in the 2006 Pension Protection Act (PPA), is set to bring about change in the advisor community--not least, experts...
March 22, 2007
More Investment Options in VAsJackson National Life Insurance Company recently added several enhancements to its existing family of variable annuities, in the form of new investment options sub-advised by...
March 12, 2007
Retirement Readiness Still PoorThe Fidelity Research Institute reported March 12 that Americans are slightly better prepared for retirement, but noted that their expectations for income in retirement remain highly unrealistic. The Institute's third annual Retirement Index showed that the typical American working household is on track to replace 58% of its income in...
March 07, 2007
Congressman Pledges to Get 401(k) Plan Participants "The Best Bang for Their Buck""If you earn your income from a paycheck, chances are that one of the things you are concerned with is trying to put away enough money for your golden years," said Rep. George Miller (D-CA), the House Education and Labor Committee chairman, in his opening statement in a committee meeting...
March 04, 2007
Who Holds The Income Planning Franchise?It's a question that has much significance for the life insurance business: Who holds the "franchise" to best meet income planning needs as baby boomers ...
March 04, 2007
Who Holds The Income Planning Franchise?It's a question that has much significance for the life insurance business: Who holds the "franchise" to best meet income planning needs as baby boomers ...