Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Lesson 2, The Uncertainty of Death and Taxes
By Moshe A. MilevskyBy now everyone has heard the widely abused clich?, first coined by Benjamin Franklin in 1789: "In this world nothing can be said to be...
March 01, 2007
Alternatives to AnnuitiesWhile there are many ways to build retirement portfolios, some advisors say that building an income-producing portfolio of taxable bonds is old news: low interest...
March 01, 2007
Business DevelopmentYou've stopped to smell the roses. Good for you! Now wake up and smell the coffee. Yes, a new era has been brewing in the...
February 22, 2007
Looking for a Lifetime Income StreamAARP Financial has teamed up with New York Life Insurance Company to launch the AARP Lifetime Income Program, a program designed to generate a more secure stream of retirement income for AARP members. The new product offers fixed immediate annuities, issued by New York Life Insurance and Annuity Corporation (a...
February 22, 2007
Focusing on Smaller DC PlansThere is no doubt that defined contribution (DC) plans, which are already quite firmly entrenched in corporate America, are going to gain even more ground...
February 08, 2007
NASD Alerts Seniors About Life SettlementsThe NASD is warning seniors about the perils of viatical or life settlements--selling their life insurance policies for cash. For life insurance policies, there is no "transparent secondary market" making it difficult for seniors to tell if they are being offered a fair price; that plus high transaction costs--commissions of...
February 04, 2007
Income Planning A Lifelong ProcessIs income planning a way of life? And if it isn't, should it be?Financial advisors as well as insurance executives say that the need for ...
February 04, 2007
Income Planning A Lifelong ProcessIs income planning a way of life? And if it isn't, should it be?Financial advisors as well as insurance executives say that the need for ...