Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Potential Benefits of an Immediate Annuity
By Staff Writer?Guaranteed lifetime payments- if lifetime annuitization is elected?Access to assets- unscheduled withdrawals may be permitted?Beneficiary protection- death benefit protection may be available?Reduce tax liability- ...
September 14, 2005
Income Planning Coming Into Its OwnHaving adequate cash on hand was a basic need even before it was dubbed 'income planning,' according to financial planners interviewed.But now that it ...
September 07, 2005
Costs Do Count When Income Planning Is The GoalCosts do count when creating a retirement income plan for clients, planners say.Whether the product used to implement an income plan is a bond ...
September 01, 2005
Harvest TimeRetirement planning has been mushrooming in the financial services industry. In 1985, a search of "retirement planning" in the LEXIS/NEXIS database drew 75 hits. Halfway...
September 01, 2005
Draw Up a PlanMarc, at age 59, merged his successful financial planning practice with that of a 40-year-old planner who was affiliated with the same broker/dealer. Marc now...
August 31, 2005
BoomerIndexPageBoomer Index PageSchool is back and boomer advisors are hitting the Books.Companies offering income planning products are just starting to educate producers on the ...
August 31, 2005
Building A Socially Responsible Nest EggBoomers want peace of mind and ease of livingMany boomers can rest easy at night in the simple knowledge that they have enough capital ...
August 31, 2005
Companies Start Income Ed For Boomer Advisors--FinallyCompanies Start Income Ed For Boomer Advisors--Finally Donald Haas, a financial gerontologist and president of Haas Financial Services, Southland, Mich., spends a lot of ...