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.
What to do when your client is screwed?
By John SullivanYour client is 50, laid off and hasn't saved a dime (okay, if this is really the case he probably isn't your client, but stay...
February 03, 2010
Collective Investment Trusts (or CITs) Gaining MomentumCITs' fees can be lower than those of actively management mutual funds, and they are overseen by banking regulators.
February 03, 2010
Sun Life's Unretirement Index: Friends & Family Trump AdvisorsInvestors rank financial advisors third as their source of financial advice - an "alarming" statistic, experts say.
February 01, 2010
Retirement NewsKathryn Capage, Strategic Planning Director for the Retirement & Tax Advantages Products Division for AIM Investments, recently detailed in a Center for Due Diligence (CFDD)...
February 01, 2010
Retirement Planning: Top Trends in RetirementHere's what's on the retirement planning horizon for 2010: a focus on longevity risk and new retirement savings vehicles--namely the auto IRA and DB(k)--for workers....
February 01, 2010
Retirement Boot CampIt's tough and intense, exacting and disciplined. It's retirement boot camp, and clients who don't get with the program could find themselves financially unfit...
February 01, 2010
Annuity Analytics: Age-Old Lessons From JapanOne of the many disorienting feelings that eventually hit you once you arrive in Japan -- or at least for people who think about demographics...
January 28, 2010
Tax strategies for Roth conversionsBy converting a traditional IRA into multiple Roth IRAs, wealthy boomers can save on taxes even if their accounts lose value, Bloomberg reports. The new...