Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Congressman Pledges to Get 401(k) Plan Participants "The Best Bang for Their Buck"
By Kara P. Stapleton"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 01, 2007
How to Capture the Growing Retiree MarketFinancial planning has historically focused on helping people achieve major financial goals, such as sending children to college or retiring comfortably. But what about retirees, who,...
March 01, 2007
Uncle Sam May Take His CutWere private annuity trusts (PATs), popular tools for estate planning in retirement, just a flash in the pan, now that the Internal Revenue Service (IRS)...
March 01, 2007
The No-Load Alternative"People want a check that won't run out," says Mitch Politzer matter of factly, in discussing the needs of retirees. After all, he says, retirement...
March 01, 2007
DOL Issues Favorable New Guidance on PPA "Investment Advice" ProvisionsIn response to many questions about the "investment advice" exemption ("Exemption") of the Pension Protection Act of 2006 ("PPA"), the Department of Labor ("Department") released...
March 01, 2007
The Purpose-Driven RetirementThere are some baby boomers who do not equate retirement only with playing golf and traveling. There are some boomers who want to do more...
March 01, 2007
Longevity Risk and VAs"The longevity risk factor is an enormous one for this industry," says Art Kopf, an industry veteran who is a senior marketing services representative for...
March 01, 2007
Leading the WayThe biggest issue these days for investment advisors and financial planners is retirement planning. If you ask retirement planning professionals what the biggest retirement issues...