Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Lesson 4: Inflation Rates and Retirement
By Moshe A. MilevskyGrowing up in Latin America during the 1980s, I quickly learned how to adapt to the impact of inflation in daily life. With annual inflation...
May 01, 2007
They Need to Stay FlexibleWhen calculating the amount of income that a client will need in retirement the traditional recommendation is that it should be somewhere around 70% to...
May 01, 2007
A Tale of Two RetirementsLife, as one learns soon enough, rarely rolls out according to plan. A stroke of luck, good or terrible, can change things in a flash....
April 30, 2007
T. Rowe Names Cynthia Egan to Head Retirement UnitT. Rowe Price Group announced that effective May 14, Cynthia Egan will become president of T. Rowe Price Retirement Plan Services, which provide defined contribution plan services to more than 2,900 plans and 1.5 million participants.
April 26, 2007
Battle of the Sexes in Retirement PlanningIt looks as though the battle of the sexes is alive and well when it comes to retirement. New research by Fidelity Investments has found...
April 26, 2007
Retirement Security for AllThe Retirement Security Project, a joint undertaking of Georgetown University and the Brookings Institution, has set itself the goal of taking retirement savings in America...
April 04, 2007
A Big Year for Variable AnnuitiesNAVA, the Association for Insured Retirement Solutions (formerly the National Association of Variable Annuities) announced March 28 that total VA sales for 2006 were $157.3 billion, representing an 18.2% increase from 2005's sales of $133.1 billion.
April 01, 2007
An Underutilized Charitable OptionA 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...