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.
Oldest Boomers Could Lose Over $12,000 Throughout Retirement
By Danielle AndrusSocial Security beneficiaries may feel as if they were wronged when that agency didn't make a Cost-of-Living-Adjustment this year, but because of a "quirk" in...
June 03, 2010
'Do Over' Social Security Repayment Provision Entices Many RetireesWhile much is made of the drawbacks of taking payments early on in retirement, a little-known "do-over" provision in the Social Security code, as well as two other provisions related to divorce, is getting significantly more attention.
June 02, 2010
Bullish MFS Strategist Swanson Sees America in Full-Swing RecoveryThe U.S. economy is well into recovery--and that means American retirees need to take a closer look at their spending and saving patterns, MFS Investment Management chief investment strategist James Swanson said in a midyear investment outlook on June 2.
June 02, 2010
Retirement Planning Guide released for LGBT Individuals and CouplesWith domestic partner laws state-dependant and inconsistent, lesbian, gay, bisexual and transgendered individuals and couples often have trouble securing a legacy. In order to help...
June 01, 2010
Advisors Expanding Retirement Income Offerings, Survey FindsPolarized attitudes toward annuities remain; more focus on risk
June 01, 2010
Tax Extenders Bill Passes House, Heads for SenateBill addresses DB funding relief, 401(k) fee disclosure, carried interest loophole
June 01, 2010
Annuity Analytics: AXA Equitable Retirement CornerstonePRODUCT REVIEW Last month I addressed a variable annuity that protects retirees against the dreaded risk of inflation by offering a guaranteed payout rate linked...
June 01, 2010
Retirement NewsCarlo DiFlorio, the new head of the Securities and Exchange Commission's (SEC) Office of Compliance Inspections and Examinations (OCIE), told attendees at the Insured Retirement...