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.
Apparently, boomers can't count
By John SullivanLittle late to the party, but we'll take it where we can get it. Washington Post columnist David Ignatius takes on boomer retirement planning (or...
May 06, 2009
Retirement Expert Milevsky Returns to Research MagazinePopular speaker and York University Professor Moshe Milevsky will write for the publication about retirement-related finance issues, such as annuities.
May 06, 2009
Five Questions for the Top Retirement Advisor: Ted Willer of Smith BarneyTed Willer, Financial Advisor & Senior Investment Management Consultant; Smith Barney, Indianapolis, Ind.
May 06, 2009
Health Care to Cost $240,000A 65-year-old couple retiring in 2009 will need about $240,000 to cover medical expenses in retirement even with Medicare insurance coverage, according to Fidelity Investments' latest health care cost estimate.
May 06, 2009
Investors pour billions back into mutual fundsLong-term mutual funds saw the biggest net inflows in April since February 2007. According to estimates released Wednesday by Strategic Insight, investors put nearly $20...
May 06, 2009
Living with Dividend CutsAs widely reported, it's been a tough stretch for investors who rely heavily on dividends for their retirement income. So, how can an adviser help clients replace income that's been lost to dividend cuts? Several experts share their views.
May 06, 2009
Immediate Annuities Gain FavorDepleted investment portfolios, reduced dividend payouts, and low interest rates have created a much more challenging environment for retired income investors. Consequently, immediate annuities' guaranteed lifetime income has become more attractive.
May 01, 2009
Game ChangerIf you believe his critics, Barack Obama is an agent of socialism whose economic and social agenda includes nothing less than the goal of massively...