Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Taking Advantage of the Pension Protection Act
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThe Pension Protection Act (PPA) signed into law last August is among the most important and comprehensive pieces of legislation in several decades, and a...
February 01, 2007
News & ProductsThe Tax Relief and Health Care Act (H.R. 6111), which passed the House and Senate in early December, is being hailed as a bill that...
February 01, 2007
Meeting the MinimumsMr. Saarf, my seventh-grade geography teacher, once pulled me into the hallway to give me what I'm sure he thought was a motivational speech. He...
February 01, 2007
Buying Access to the Big PlansTransparency, a commitment toward service, and a range of low-fee investment options offered on an open architecture platform. This is the cornerstone of the Schwab model...
February 01, 2007
Lesson 1, The Trigonometry of Retirement IncomeIt is generally believed that stock markets, interest rates and investment returns move in periodic cycles. Unfortunately, these cycles are swamped with noise and only...
February 01, 2007
A Progress Report on Fee-Based BusinessThe industry's exhortation about the appeal of the fee-based business model has never been more emphatic. Firms are pushing it. Advisors are embracing it --...
January 31, 2007
A brighter future for Roth 401(k) arrangementsA qualified Roth 401(k) contribution program is an arrangement authorized by IRC Section 402A that allows a 401(k) participant to elect to have all, or a portion, of his annual elective plan deferrals treated as Roth contributions. Under the
January 25, 2007
A Lifecycle Fund Product Offers Income for LifePlan sponsors and advisors concerned with generating retirement income for their clients will soon have another product to consider: The newly minted Prudential IncomeFlex from...