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 Roth Wave
By Michael S. FischerTax advisors believe a Roth IRA conversion would benefit 43% of their clients this year, a big increase from 13% last year, according to a...
April 01, 2010
Economy Alters Buys of LTC InsuranceAs the economic picture remained clouded and investors remained nervous, the age of purchasers of long-term care insurance in 2009 increased for the 55-and-older group...
April 01, 2010
Retirement NewsBank of America Merrill Lynch introduced in early March a new tool for use by its 401(k) plan sponsor clients designed to monitor and score...
April 01, 2010
Annuity Analytics: Presidential Life's Sentinel AnnuityPRODUCT REVIEW As I was Contemplating the content for this column on President's Day 2010, I realized that one of the numerous product descriptions sitting on...
March 31, 2010
Older boomers faring better than young boomersEarly boomers lost $1 trillion in the period from the beginning of the economic crisis in 2007 to March 2009, according to the Center for...
March 25, 2010
Boomers choose big cities over 'burbsAs boomers struggle to pull their retirements back on track and jobs are harder to come by, many boomers are opting to stay in big...
March 25, 2010
LGBT boomers share retirement goals, struggles with general populationA report from the MetLife Mature Market Institute found that LGBT boomers aren't much different from the overall boomer population. Nearly half of LGBT boomers...
March 25, 2010
Ugly American and proud of itWe should be more like France. They take time to smell the roses, have an older and more mature culture, and aren't beholden to materialistic...