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.
Lincoln’s BD 401(k) Platform Combines Professional Management, Fiduciary Protection
By Danielle AndrusLincoln Trust is launching a retirement plan solution for BDs that combines 3(21) fiduciary protection and an investment lineup of risk-based asset allocation models.
February 26, 2013
Halfway There: 50% of Americans Need Better Savings HabitsAmericans are split pretty evenly into good savers and bad savers, according to a national survey released as part of America Saves Week.
February 25, 2013
Top 5 Retirement IssuesInvestment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.
February 25, 2013
ING Launches Retirement Benchmarking Tool for ConsumersING My Savings Score uses consumers age, salary and current retirement savings to determine the score, which is their savings as a multiple of their annual income.
February 25, 2013
New Retirement Planning: The Benefits of Patience on AnnuitiesCreating a sustainable retirement income stream is more challenging than ever, but a Society of Actuaries study provides some room for hope, if annuity owners can be patient.
February 22, 2013
Top 5 Retirement Issues; Getting Better Decisions Out of Clients: March Investment Advisor—SlideshowFor our retirement issue, Investment Advisor talked to some of the biggest names in the retirement industry to get their take on the biggest issues in retirement planning.
February 21, 2013
No Country for Old PeopleNew research from AARP and EBRI finds the nations retirees are not off base in their fears for the future.
February 20, 2013
Build Your Practice With Female Clients and Social Security PlanningSocial Security is an important part of planning for female clients and can attract them to advisors practices, according to a webinar held on Wednesday.