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.
Target Date Funds’ Stock Holdings Are Too Risky: Putnam Study
By Joyce HansonA new Putnam Institute study says target date funds that are too aggressive in their exposure to stocks put retiring investors at risk.
June 22, 2011
MetLife Fills Reverse Mortgage Void to Hedge Against Insurance Industry ContractionMetLife is taking full advantage of the recent decisions by Wells Fargo and Bank of America to leave the reverse mortgage market. But industry watchers are wondering why.
June 21, 2011
Gen-Xers Fear Bleak Retirement, Survey FindsStudy from eRollover.com and Siena College finds 11% ‘very confident’ lifestyle will be retained.
June 20, 2011
Written Retirement Plans Help Increase Referrals, Asset ConcentrationWritten retirement plans aren’t just good for clients.
June 20, 2011
Big Gender Gap in Financial Knowledge, ConfidenceWomen still significantly lag behind men in their knowledge and confidence in virtually all areas of finance, even though the gap has narrowed since 2010, according to a report released June 15 by Financial Finesse.
June 20, 2011
AARP's Big Reversal: Social Security Cuts OKAARP, the powerful lobbying group for older Americans, is dropping its longstanding opposition to cutting Social Security, a move that could rock Washington's debate over how to revamp the nation's entitlement programs.
June 17, 2011
IRI Publishes Redesigned Edition of Retirement Fact BookFor the first time, the 10th edition of the IRI Fact Book addresses practice management and consumer research about retirement planning.
June 13, 2011
Training Key to More Advisor Use of Variable Annuities: IRI-Cerulli SurveyIRI CEO Cathy Weatherford says research shows that Boomers are most concerned about having sufficient income throughout their retirement.