Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
HSA Changes
By Staff WriterDownload a document outlining proposed changes the health savings accounts (HSA) under H.R. 6111 here.
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...
January 17, 2007
IRAs Still Underutilized, Survey FindsA new study by Fidelity Investments and its clearing arm, National Financial, reveals that despite the fact that seven out of 10 people fear they won't have enough money to live on in retirement, only 46% of them are using an IRA for retirement savings.
January 01, 2007
NEWS & PRODUCTSThe Internal Revenue Service is mulling a new Enrolled Retirement Plan Agent (ERPA) designation to allow retirement plan professionals who are not approved to represent...
January 01, 2007
A Healthy New YearGrowth of Health Savings Accounts (HSAs) and pricing pressure on brand name pharmaceutical manufacturers are among the top seven healthcare industry issues identified in The...
January 01, 2007
DC Advisor-Sponsor MatchmakerFor Fred Barstein, founder and CEO of Palm Beach County, Florida-based 401kExchange, one of the most important issues in the retirement finance space today is...
January 01, 2007
Confessions of a VA CriticIn the mid 1990s, I published a widely cited research study, jointly with Dr. Steven Posner, on M&E fees in variable annuities.
January 01, 2007
The ABCs Of RetireesAs the population ages and the markets become increasingly challenging, two trends have become top of mind for advisors: the dominance of retiring baby boomer...