Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
What Advisors Don’t Know About Variable Annuities: How VAs Fit Into a Client’s Portfolio
By Mike HenkelProperly assessing the viability of a variable annuity for a particular client entails considerably more than just adding it alongside a standard model portfolio.
April 26, 2013
Retirement Research Roundup: Savings, Not Income, Biggest Driver of Retirement SuccessAmericans are on track to replace about 61% of their income in retirement, a Putnam survey found.
April 25, 2013
Advisors Need Guidance on Rollover ResourcesThe firms that most successfully address rollovers provide a mix of resources directed at advisors and their clients, according to the latest Mutual Fund Monitor from Corporate Insight.
April 25, 2013
PBS ‘Retirement Gamble’ Documentary Draws Mixed Industry ResponseNAPFA calls the film a "wake-up call" for legislators; ASPPA says it "conveniently ignores" other issues.
April 23, 2013
Consumers Looking Long Term but Not Taking ActionConsumers are prioritizing long-term planning over short-term financial concerns, a study released Tuesday by Northwestern Mutual found.
April 22, 2013
Financial Industry, Advisors Fail Women: AllianzA new study finds a startling increase in the number of women seeking financial advice.
April 22, 2013
Five Steps to Improve Gen X, Y Retirement Returns: LIMRALooking back at research it released in February on Gen X and Gen Y consumers financial knowledge, during a media roundtable at the 2013 Retirement Industry Conference on Thursday, LIMRA identified five steps younger investors could take to improve their outcomes in retirement.
April 22, 2013
T. Rowe Social Security Calculator Shows Strategies to Boost BenefitsT. Rowe Price's Benefits Evaluator helps advisors calculate the goals-based annual dollar amount that clients stand to claim from Social Security under a variety of scenarios.