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.
Free J.P. Morgan Retirement Guide Helps Advisors Talk to Clients
By Joyce HansonThe J.P. Morgan Funds Guide to Retirement provides talking points for advisors in chart or graph format as they discuss issues with clients
April 19, 2012
Social Security Trustees Will Report Large, Growing Surplus: Advocacy GroupThe Strengthen Social Security Campaign predicts that the annual Social Security Trustees Report due April 23 will say eligible Americans can count on benefits "for the next century and well beyond."
April 17, 2012
Time Bombs Lurk in Retirement Overhaul: Lawmakers, ExpertsHouse Ways and Means Committee Chairman Dave Camp warned Tuesday that a retirement overhaul in efforts to reform the tax code could "threaten the retirement security of ordinary families."
April 16, 2012
Financial Impact of Living Longer Worse Than Pension Plans ThinkWhile aging occurs slowly and imperceptibly, its financial effects can be catastrophic if not addressed now, the IMFs Global Financial Stability Report argues.
April 12, 2012
Stable Value Funds: Still Popular, Despite Fewer GuaranteesDespite a low interest-rate environment, 401(k) participants at New York Life Retirement Plan Services havent given up on stable value funds.
April 11, 2012
Retirement Portfolio Recovery Leaves Investors BehindAdvisors say their clients retirement portfolios have nearly recovered from the recession, but they arent sure their clients have.
April 11, 2012
MassMutual Named ‘Retirement Leader of the Year’MFS chairman emeritus Robert Pozen has long been an advocate for auto-enrollment and has advised Presidents Bush and Obama on retirement savings. Executive Vice President Elaine Sarsynski accepted the award.
April 10, 2012
Asset Allocation Has ‘Minor’ Role in Retirement PlanningFinancial advice tends to focus on how financial assets are allocated. But other levers may be more important for most households.