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.
IRA ownership greatest among baby boomers
By Staff WriterBaby 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 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...
February 01, 2009
The Retirement MissionHow do you create a mission statement? Retired Col. John Dundas runs a leadership development business called Leadership Applied (see www.leadershipapplied.com), and he teaches the...
February 01, 2009
Out of the Frying Pan, Into...?While most investors and their advisors are happy to say good riddance to 2008, the collective wisdom among economists and investing executives like Edward Campbell,...
February 01, 2009
Putting It Into Practice: Roadmap for LongevityBy Dennis Gallant and Howard Schneider The growing shift to retirement income raises key questions for most advisors. What does the transition to supporting retirement income...
January 30, 2009
Boomers more worried about staying fit than economyTeeBeeDee.com, a social networking site for boomers, found among a poll of more than 550 boomers that there's a priority to stay fit over fiscal...
January 29, 2009
Hedge funds: Investor fears and attitudes75% -- Percentage of investors who haven't changed their hedge fund allocations in response to the economic crisis. 8% -- Percentage of investors who...
January 29, 2009
Labor Department's new ruling on employee access to retirement advice faces debateThe U.S. Department of Labor's new rule allowing employees in 401(k) type plans and individual retirement accounts (IRAs) more accessibility to investment advice from employer-sponsored...