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.
Retiring Boomers Press Advisors for More Guidance, Report Finds
By Danielle AndrusAdvisors are struggling to meet the demand for retirement guidance and products from the increasing number of boomers preparing to retire, a report found.
March 28, 2011
Look at Both Sides of Retiring Clients' Balance SheetsMany financial advisors take, I believe, too narrow a view of their retiring clients’ finances to give them the most effective advice.
March 28, 2011
Big Tax Bite Awaits Retirees Who Miss April 1 Deadline for Plan RMDsFidelity Investments urges advisors to make sure clients who turned 70-1/2 in 2010 take their RMD in time, so they don’t face a 50% tax penalty.
March 24, 2011
Retirement Income Market ExpandsThe market for retirement income products is expanding, according to a report released Tuesday by the Financial Research Corporation.
March 22, 2011
RIIA Spring Conference: Putnam’s Reynolds Calls for FDIC-Like Lifetime Income AgencyAs Reynolds said that a government agency would protect retirees and boost confidence in these income funds, he also unveiled Putnam's plan for a suite of retirement income funds.
March 21, 2011
Three Retirement Buckets to Bail a Sinking ShipWith the recent market turbulence and events in Japan and Libya, you've seen an increase in client concerns as to what it means for their assets.
March 21, 2011
RIIA Spring Conference: Challenges for the Next Five YearsThe organization's fifth anniversary marked by reflection and hurdles to come.
March 18, 2011
Cisco to Pay First Cash DividendMove is meant to appease investors' concerns about growth, eroding margins.