Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Looking Under the Hood
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThey're one of the most popular investment vehicles for retirement, and yet despite their ever-growing appeal, there is little information in the market about life...
November 05, 2006
For An Exciting New Opportunity, Consider Income PlanningOne of the most exciting opportunities for insurance professionals is in retirement income planning. There are at least 3 reasons for this:? Demand is increasing ...
November 01, 2006
The PPA deliversPrior to PPA, there was no way for a person to transfer money held in an IRA to a charity without first recognizing the contribution in income. To correct this, PPA allows for qualified charitable distributions (QCDs) from IRAs (excluding SEPs and
November 01, 2006
Staying certifiedIt is said that the Certified Financial Planner designation is becoming the industry standard. More and more consumers are seeking advisors who are certified, who have been through rigorous testing, and who work and live by a code of ethics and
November 01, 2006
Mutual Funds You Can TrustIn case you haven't noticed, Morningstar has been characterizing the mutual funds you research on its pages (or through its electronic services) as to their...
November 01, 2006
Buy Local: Real Estate for IncomeHugh Bromma believes in fortifying clients' retirement plans with big helpings of real estate--not only diversification into REITs, but actual purchases of residential houses in...
November 01, 2006
Now and ThenWhen it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Not only do...
November 01, 2006
Watch Those Fees!The United States Department of Labor is determined to issue a new fee-disclosure rule by year-end that will require mutual fund companies and retirement plan...