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.
New Retirement Pro Emerges From Altered Landscape
By Ellen UzelacHow do you provide high-level retirement income advice to your clients? Its a single question with multiple answers, and it could be an advisors toughest challenge.
October 23, 2012
Boomer Retirement Age Now 75: StudyThe average baby boomer may be forced to wait until 75 to retire, according to My New Financial Advisor, a lead-generation service that connects clients with advisors.
October 23, 2012
Third of Women Haven’t Made Basic Retirement PlanLIMRA discovered a disconnect between womens concern about retirement risk and the steps theyve taken to prepare, the organization announced Monday.
October 19, 2012
IRS Raises 401(k) Contribution LimitsWhile an extra $500 a year might not sound like much, compounding interest over a 20- or 30- year period could result in a sizable sum.
October 18, 2012
Retirees, Pre-Retirees Slowly Regaining Confidence: SOAIn 2011, prior to the U.S. debt downgrade and the most recent bout of market volatility, retirees and pre-retirees were less concerned with their finances than they were in 2009, the Society of Actuaries found.
October 18, 2012
Retirement Is Workers’ No. 1 Goal, but They’re Not Saving EnoughAlthough 72% of workers say saving for retirement is their top financial goal, a survey by T. Rowe Price found they may not be saving enough to adequately prepare for their needs.
October 17, 2012
Increased Volatility Raises Retirement Worries, Boosting Need for Advisors: NatixisNatixis Global Asset Management's David Giunta says advisors are best positioned to guide investors through the complexities of durable portfolio construction.
October 12, 2012
Financial Engines Reports Strong Growth for Income+Financial Engines, an independent RIA, announced on Wednesday that it has signed more than 50 contracts for its Income+ solution, which is designed specifically for 401(k) plans.