Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Lesson 3: Sustainability and Ruin
By Moshe A. MilevskyAs you are reading this in early April 2007, I am facing the daunting prospect of celebrating my 40th birthday. Besides the trauma of this...
April 01, 2007
Retirement Planning Balancing ActBeing an advisor who focuses on selling and servicing corporate 401(k) plans is a matter of balance, says David Tyrie of Putnam Investments. "It's not...
April 01, 2007
London CallingPitting an enervated Brit against a brash, self-confident Yank is a frequent theme in post-World War II, post-Empire British literature, appearing in spy thrillers by...
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 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...