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.
Moving to the dark side
By John SullivanWe know how many of you feel about annuities, but stick with us. As cover subject Jeff Karelis notes in our April issue, Financial Planning...
April 23, 2009
2008 Sales of Variable Annuities Faltered; Fixed Sales SoaredLIMRA International reported that sales of variable annuities fell 15% in 2008 to $155 billion, compared to 2007's record $184 billion in sales
April 23, 2009
Just admit you don't knowOur friend and former columnist Christine Benz has a simple client strategy we seriously hope you're already employing. In the face of uncertainty, just admit...
April 23, 2009
Fund companies facing major cutbacksMutual-fund providers concede it will take a lot of cost-cutting to offset recent steep income drops. T. Rowe Price Group Inc., which reported dropped earnings of...
April 23, 2009
Retirement Confidence PlummetsLatest EBRI survey shows only 20% highly confident they'll have enough income in retirement
April 22, 2009
House argues for improved 401(k) fee disclosureHouse Democrats held a hearing Wednesday to discuss legislation introduced this week that aims to improve 401(k) fee disclosure. The Health, Employment, Labor, and Pensions Subcommittee...
April 21, 2009
Retirement concerns restrain overall optimismHas financial security sentiment hit bottom? It's too early to tell, according to an analysis by COUNTRY Financial. Even though it may seem to Americans...
April 17, 2009
Video: Principal expert sheds light on retirement recoveryDan Houston, president, Retirement & Investor Services at the Principal Financial Group, says it's time for Americans worried about retirement to focus on what they...