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.
Five Fund News Items for Advisors in the Know
By Ed McCarthy, CFP, RICPA quick look at the latest online mutual-fund news items that every advisor should be following.
August 19, 2010
LIMRA: Q2 Annuity Sales UpTotal annuity sales increased 11% from the first quarter of 2010, the first quarterly increase since the fourth quarter of 2008, LIMRA reports. Year-to-date sales...
August 19, 2010
Starve, shoot, stab the beastEarly on in the Clinton Administration, my friend's father found himself on a Washington/Providence shuttle with Ira Magaziner, architect of Hillary's failed government health care...
August 18, 2010
IRA Investors Faithful to Their Investments, ICI/SIFMA Study FindsTraditional IRA investors tend to max out contributions, favor Roth IRAs
August 18, 2010
Vanguard's New Target Date Fund Takes Aim at Gen Y'ersGen Y investors will be able to take advantage of Vanguard's latest offering, the Vanguard Target Retirement 2055 Fund.
August 18, 2010
Should Annuities Be an Option in 401(k)s?: IA Retirement Plan Advisor for August 2010All forms of annuities may not be the right fit for retirement plans
August 18, 2010
Automatic IRA Bill Introduced by Sens. Bingaman, Kerry to CongressU.S. Senators Jeff Bingaman and John Kerry introduced the Automatic IRA Act of 2010, which they say takes a common-sense approach to addressing the nation's retirement savings crisis.
August 15, 2010
Boomers Say Fixed Income to Be Main Retirement Fund, IRI Study FindsA study released by the Insured Retirement Institute (IRI) showed that boomers more than five years away from retirement were focused primarily on the need to live within a fixed income.