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.
Boomer Retirement Income Smackdown: Bond Ladders vs. Annuities
By Joyce HansonAs the first wave of boomers starts to retire in 2011, retirement income is a hot-button issue. So which is better: immediate annuities or bond ladders?
June 03, 2011
Ohio Woman Has Same Bank Account for 99 YearsWhite-haired woman with a chuckle in her voice still has original blue passbook.
June 02, 2011
Madoff Victim Wants Divorce ‘Do-Over’In strange coincidence, case follows Seinfeld sitcom plot.
June 01, 2011
Value, Dividends and Risk Matter in RetirementA historic 10-year bear market has left investors less wealthy, with many wondering if they can ever actually win at investing.
June 01, 2011
Which income rider is the best?Only by crunching the numbers can you come up with the right solution for a client.
May 31, 2011
Which income rider is the best?Only by crunching the numbers can you come up with the right solution for a client.
May 25, 2011
Top 4 Risks for Baby Boomer RetirementAlicia Munnell, director of the Center for Retirement Research at Boston College, wrote in Smart Money about the reasons retirement will be so much riskier for Baby Boomers than their parents and grandparents.
May 24, 2011
Advisors Take Note: Millionaires Tired of Handling InvestmentsMillionaires just aren’t having as much fun managing their own money these days. Not only that, they’d rather that someone else did it for them—so says a new Spectrem Group study, “Millionaire Investors 2011, Vol. 1,” released Tuesday.