Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Required Minimum Distribution Planning With Trusts: More IRS Flexibility?
By Staff WriterRequired Minimum Distribution Planning With Trusts: More IRS Flexibility? Recent private letter rulings may reflect a trendBy April CaudillThe Internal Revenue Service has clarified some ...
October 01, 2004
Under CoverIf you have any function with an employee benefit, retirement, profit sharing, 401(k), savings, health, or other type of plan, or if you serve such...
September 02, 2004
Life Policy Or Annuity For Income Planning?ByMost people are aware that they must have funds available during their retirement years and that the retirement period could be much longer than originally ...
September 02, 2004
The Rx For Income Planning? More Education And ToolsThe Rx For Income Planning? More Education And ToolsByReston, Va.To ensure retired employees have a steady income stream in their post-employment years, it will take ...
September 02, 2004
Income Planning Starts To Gain TractionIncome Planning Starts To Gain TractionByWhen it comes to income planning, financial advisor Richard Tanner says his firm focuses on bringing clarity to clients about ...
September 01, 2004
Real Estate for RetirementIn these days of rising interest rates, it's a good idea for retirement plan sponsors to consider adding a REIT mutual fund to their 401(k)...
August 18, 2004
Announcing Income Planning, Our Newest E-NewsletterAnnouncing Income Planning, Our Newest E-NewsletterJust as tidal waves start with small and subterranean inklings of what they are going to grow into, so it ...
August 01, 2004
Getting a Handle on Plan ExpensesThe Securities and Exchange Commission's probe of payments that mutual fund companies make to 401(k) plan administrators and consultants should make it easier for advisors...