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.
When Do IRAs and Annuities Mix?
By William H. Byrnes, Robert BloinkAnnuities can be purchased inside an IRA, but is an IRA the right home for an annuity?
November 08, 2011
Primerica Reps to Distribute Lincoln Financial Indexed AnnuitiesLincoln Financial Group got a big boost to its annuity distribution channel Monday when it announced that 82,000 Primerica reps will now have access to Lincoln's fixed indexed annuity products.
November 07, 2011
Target-Date Funds Payout Often Misunderstood: SurveyDefined contribution plan participants, by and large, understand what target-date funds are and how they work, with a notable exception: they have unrealistic expectations about what those funds will provide upon retirement, according to a survey from AllianceBernstein released Monday.
November 07, 2011
Top 10 Countries With Best Retirement SystemsWhen it comes to global surveys, the United States cant catch a break. Weve known for some time that we cant educate our kids. Apparently, our economic freedom has recently been downgraded, and now comes news that our retirement system ranks 10th worldwide.
November 02, 2011
Five Good Questions for Behavioral Economist Dan ArielyWhen it comes to making decisions, using emotions is likely to be unsuccessful or lead us astray; money isnt unique in that regard.
November 02, 2011
Bob Lindner at Garrett Planning Network on Benefits of Passive InvestingAdvisorOne's John Sullivan talks about passive investing and other topics with Bob Lindner of Lindner Capital Advisors at the Garrett Planning Network conference in Denver.
November 01, 2011
Answering the Public Pension QuestionFunding gaps. Benefit cuts. Fiscal reform. Budget repair. No matter where you live today, its hard to ignore the challenges that many state and municipal pension systems are facing.
November 01, 2011
The 2011 IA/Cerulli Retirement Income StudyThis is itthe year baby boomers officially hit their traditional retirement age.