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.
Having the LTC Discussion: IA Retirement Plan Advisor for April 2010
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniAdvisors have key role in positioning need within broader retirement planning
April 08, 2010
Hispanic boomers cutting back retirement accountsHispanic boomers are almost evenly split in retirement confidence. A study by AARP found that 49 percent of Hispanic boomers said they were "somewhat confident"...
April 08, 2010
Advisors: Clients would rather delay retirement than downsize lifestyleIf your clients tell you they're not confident about retiring, perhaps you're asking the wrong question. According to a survey from MainStay Investments, 61...
April 08, 2010
Our march through EuropeI hesitated with the title, considering 'toward' rather than 'through,' but went with the latter because I believe we're already there. Consider: an exponential leap...
April 07, 2010
Many Investors Show Resilience, Vanguard SharesThe median participant account balance grew by 33 percent in 2009, after a decline of 31 percent in 2008.
April 07, 2010
More Workers Moving 401(k) into IRAsAs with an employer-sponsored retirement savings plan, a rollover IRA allows individuals to keep retirement assets invested in a tax deferred account, but with two additional potential advantages.
April 07, 2010
401(k) Balances Jump 28 Percent in '09, Fidelity SaysParticipants taking higher risk with asset allocation (vs. target-date funds) posted lower returns.
April 07, 2010
Five Ways to Succeed at Retirement PlanningA discussion with David R. Bergmann (CFP, EA, CLU and ChFC), managing principal, the David R. Bergmann Group in Marina Del Rey, Calif. (affiliated with Financial Network)