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.
Planning for a Long Life: Longevity Insurance and Deferred Annuities
By William H. Byrnes, Robert BloinkThe Treasury Department has proposed rules that may encourage consumers to purchase longevity insurance.
February 22, 2012
‘Retiring Isn’t About Age’: Merrill Affluent SurveyThe majority of those surveyed (59%) also believe the age at which Americans are eligible to collect Social Security should be raised.
February 22, 2012
TDF Investors Report High Levels of Retirement ConfidenceOver two-thirds of investors with assets in target-date funds feel more secure about their retirement than those not invested in TDFs, a report released Tuesday by ING U.S. found, and nearly three-quarters say they are confident that theyre making good investment decisions.
February 22, 2012
Dividends, Dividends, Dividends!Everyones saying it, but when it comes to retirement income, Northstars Fred Taylor lives it.
February 21, 2012
Senate Bill Threatens Life of Stretch IRAsIndustry trade groups are up in arms over a provision in a Senate highway bill that would reduce the value of inherited IRAs, commonly referred to as stretch IRAs, and are determined to have it removed.
February 17, 2012
Top 20 TIPS Funds in 401(k) Plans: BrightScopeResearch firm BrightScope announced this week the Top 20 Treasury Inflation Protected Securities (TIPS) funds by total distribution.
February 16, 2012
DOL Deadline on Fiduciary IRA Request Set for Feb. 24The Department of Labors Employee Benefits Security Administration (EBSA) has given industry trade groups until Feb. 24 to fulfill the departments request regarding what impact the conflicts of interest faced by brokers who advise on IRAs have on IRA investors.
February 16, 2012
Women Value Financial Self-Reliance: MetLifeWomen of all ages are placing a higher priority on self-reliance in finance, according to a report released Thursday by MetLife Mature Market Institute.