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.
Study: Retirement account balances down by 15 percent or higher
By Staff WriterA sign of the times - median asset levels in defined contribution (401(k)) and IRA/Keogh plans dropped at least 15 percent from year-end 2007 to...
August 01, 2009
BMA Reader AlertCan we save our way to a successful retirement? Not likely, experts say. Smart investing is truly the key. Read "Investment returns, not savings, critical...
August 01, 2009
Annuity Analytics: What Is a Guaranteed Rate Really Worth?The sales pitch sounds too good to be true, and should instantly set off financial alarm bells. Here's how it goes: "Give us your money...
August 01, 2009
Retirement: A Field in FluxThe Retirement Income Industry Association's "View Across the Silos" means that members call looking for advice and examples that go beyond what they usually see...
August 01, 2009
Retirement Planning: What's Next For Target Date Funds?What should become of target date funds? These are the so-called set-it-and-forget-it funds that are gaining in popularity, particularly since the Pension and Protection Act...
August 01, 2009
Expert's Corner: Time to Talk InsuranceAs if you don't have enough on your plate--reevaluating client risk tolerance, rebalancing portfolios, developing plans to bring goals within reach--I am about to add...
August 01, 2009
Healthcare Reform Steamroller AdvancesAs Congress continues to forge ahead with healthcare reform, House Democrats as well as the Senate Health, Education, Labor, and Pension Committee (HELP) introduced in...
August 01, 2009
Retirement NewsThe House Education and Labor Committee approved in June the 401(k) Fair Disclosure and Pension Security Act of 2009 (HR 2989); two other bills, the...