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.
To Annuitize, or Not to Annuitize: What Sways the Choice?
By John SullivanThe answer initially appears quite simpleplan design. But it quickly gets complicated from there, an EBRI study shows.
January 17, 2013
Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities"The bottom line is that the current low-yield environment is a retirement income game changer," Finke says.
January 16, 2013
RIIA Launches Virtual Learning Center for Advisors, Home OfficeThe Retirement Income Industry Association is building on its webinar series to develop a virtual learning center for advisors and home office personnel, the organization announced on Jan. 8.
January 16, 2013
401(k)s Have $70 Billion Problem: ReportA new report that found in 2010, loans, early withdrawals and penalties all added up to $70 billion taken from 401(k)s prior to retirement age.
January 11, 2013
Olivia Mitchell: Saving Social Security, With Lessons From Down UnderThe Wharton professor offers a unique policy proposal, inspired by programs overseas, that would strengthen Social Security without raising costs or cutting benefits.
January 10, 2013
Fiscal Cliff Deal Kicks Military Families’ Concerns Down the RoadThe feelings of stress and fear that military families reported feeling ahead of a decision on the fiscal cliff and sequestration have only been extended, not assuaged, by the deal passed on Jan. 1, First Command reported Monday.
January 10, 2013
Top 5 New Year’s Resolutions for Retirement Plan Sponsors"Fiduciary" is the keyword for retirement plan sponsors to keep in mind when making New Years resolutions for 2013, say legal experts who know the ins and outs of DC plans.
January 09, 2013
Pru’s 2013 Predictions: Brighter Economy, but More Washington BrinksmanshipPrudential brain trust sees economic progress in 2013, despite 2012 dichotomy and uncertainty; Krosby reiterates its riskier to be out of the market than in it.