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.
New Products: Adding Income Options to DC Plans
By Ed McCarthy, CFP, RICPFeatures like auto-enrollment encourage saving and improve the odds that retirees will avoid a funding shortage. DC plans aren't a retirement-savings panacea, however.
February 04, 2009
Portfolio Management: Keeping Retired Clients on CourseMonte Carlo simulations are a significant improvement over forecasting methods that don't allow for variable results. But there's still a potential problem with the analyses.
February 03, 2009
Best places for boomers to thriveWhat makes a great boomer town? Considering now would be the best time to retire, bestboomertowns.com compiled research from informative sources like the U.S. Census...
February 03, 2009
New research: 401(k) fees take "substantial" toll on retirement savingsAs 401(k) plan participants become responsible for more of their plan costs, their fee accountability is taking a "substantial" toll on retirement savings, according to...
February 02, 2009
IRA ownership greatest among baby boomersBaby boomers account for 50 percent of all IRA ownership, including traditional, Roth and employer-sponsored IRAs. New research from the Investment Company Institute also shows seven...
February 02, 2009
Mutual funds finally see positive net inflowsEquity mutual funds posted inflows of $6.5 billion as of Jan. 29, according to TrimTabs Investment Research. This is following a previous week in which...
February 01, 2009
Losing May Mean a Move to Cash"The current financial crisis has had a dramatic impact on America's millionaires, reducing their net worth substantially and threatening their ability to maintain both lifestyles...
February 01, 2009
Retirement News & ProductsRecent research by the Investment Company Institute (ICI) found that despite a 40% drop in the U.S. stock markets last year, the vast majority of...