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.
Inertia behind 401(k) stability
By Danielle AndrusTomorrow is National 401(k) Day, an effort from The Profit Sharing/401k Council of America to highlight the importance of employer-sponsored profit sharing and 401(k) plans....
September 01, 2009
Why was 2008 a "terrible" year for 529s?Why was 2008 a "terrible" year for 529s? Read "529 plans: The best and worst in Morningstar's annual study" by managing editor Jenny Ivy online...
September 01, 2009
Pensions, Social Security Face ChallengesPension plans' funded status and the outlook for Social Security continue to appear bleak. A new study by global consulting firm Mercer has found that after...
September 01, 2009
Retirement NewsAccording to an analysis of Federal Reserve data published recently by the Employee Benefit Research Institute (EBRI), median asset levels in defined contribution (401(k) and...
September 01, 2009
Retirement Planning: Time for Non-Traded REITs?Finding an asset class in the midst of a recession that will provide retiree and pre-retiree clients with exactly what they need--a steady stream of...
September 01, 2009
Retirement Income Reporter: Perceptual TechniquesWhat happens when the hunter confuses the shadow for the prey? Well, you miss the shot and you go hungry or worse. What happens if your...
September 01, 2009
Annuity Analytics: How Much to Allocate to Annuities?If a client asked you how much of her retirement nest egg should be allocated to risky stocks versus safe bonds, I presume you'd...
September 01, 2009
The Affluentialist: Building Retirement Portfolios NowIn my June column we examined how retirement planning specialists with a significant list of near- and post-retirement clients deliver their services. These advisors,...