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.
The Retirement Blog: Zut Alors! Geithner’s at it Again
By John SullivanThe Europeans love to recount the following joke:
October 19, 2010
BofA, Big Foot and Black HelicoptersI'm not one for conspiracy theories. Despite Oliver Stone's magic bullet, Oswald did in fact kill Kennedy.
October 19, 2010
Why Everyone Should Do a Roth ConversionIndividual retirement accounts are probably the most pervasive yet least understood retirement account available.
October 05, 2010
Millenials, Gen Xers Seek Stodgy Security, Says Guardian LifeInsurance policy buyers under the age of 40 are choosing whole life over other asset alternatives and paying off their policies early, according to Guardian Life Insurance Co. of America.
October 01, 2010
Retirement News and ProductsAs Congress gears up to start its fall session, Putnam Investments is wasting little time in pressing lawmakers to pass auto-IRA legislation. Two bills that...
October 01, 2010
Annuities: A Better Answer Than Social SecurityAnnuities don't exist in a vacuum, yet critics voice concerns as if annuities are compared to utopia, something akin to high returns, no risks and...
October 01, 2010
What Trading Volume Says About ETFsBy now, advisors and even most investors understand the way exchange-traded funds (ETFs) operate. One issue, however, that seems to be a cause of confusion...
October 01, 2010
Manning & Napier’s Cunningham on Target Date Funds: The Weekend InterviewManning & Napier CEO Patrick Cunnigham thinks it inevitable that there will be greater transparency about target-date funds' glide paths. He also thinks "government should not get into the business of telling people what their glide paths should be."