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.
Cerulli: Advisors Cool Toward Holistic Income Planning
By staff WriterDespite seeing major losses in client portfolios, advisors still have not embraced holistic retirement income planning, says Cerulli Associates.
November 16, 2009
Top Story: The deferred income annuity is a hybrid worth consideringA deferred income annuity guarantees a future income stream and can be bought at a fraction of the cost of a single premium immediate annuity. These have market appeal for several reasons.
November 11, 2009
Retirement's 'New Normal'A recent paper from Allianz outlines how dramatic changes to the economic landscape are changing behavior, and gives an overview of the role fixed annuities could have in financial planning.
November 11, 2009
Measuring the Benefits of Tax-Deferred AnnuitiesThere are many situations when the tax benefit of a tax-deferred annuity outweighs those of a taxable account.
November 11, 2009
Women & LTC: AARP Survey Reveals TrendsMore than two-thirds of respondents (65%) indicate they cannot afford the cost associated with long-term care planning.
November 05, 2009
The interest rate double-edged swordThe equity rout of the past 18 months has done damage in its own right. But a singular focus on market volatility has consequences far...
November 05, 2009
It's a sue-happy worldDon't like the way your investments performed this year? Sue your advisor. It's not just the market meltdown; investors feel they were duped, and they're...
November 05, 2009
The president's health reform hijinksAs we've noted time and again, the 45 million uninsured figure is a gross exaggeration, an over-inflation to suit a (pre-existing) political agenda. The real...