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.
Senior communities consider lifting age restrictions
By Staff WriterVacancy rates are rising fast within senior communities nationwide amidst an unparalleled financial crisis. "From Florida to Arizona, condos are sitting idle as potential buyers...
December 01, 2008
Retirement Planning News & ProductsA new study by the Investment Company Institute (ICI) found that only about 3% of accumulated defined contribution plan account assets were spent immediately at...
December 01, 2008
A Growing DC-Plan Focus: Retirement IncomeThe Institutional Retirement Income Research Council (IRIRC) has launched a series of planned white papers with its first release, "A Call to Action." The IRIRC,...
December 01, 2008
Thesis. Antithesis. Synthesis.The advisor: John Carl The firm: Retirement Learning Center LLC, and the PlanSponsor Institute The Web site: www.retirementlc.com The approach: Providing content...
December 01, 2008
Morningstar's Flexible Retirement-Income SeriesMorningstar Investment Services Inc., a registered investment advisor and subsidiary of Morningstar Inc., has introduced Morningstar Managed Portfolios Retirement Income Series. This managed-account service includes...
December 01, 2008
Five Questions for the Retirement Advisor1. What retirement issue has hit you or your clients out of left field, and how did you resolve it? Eckerline: There wasn't one retirement issue...
December 01, 2008
Nursing Home Costs Stay Level"This year, increases were very minimal," notes Sandy Timmermann, director of the MetLife Mature Market Institute, referring to nursing home costs found in the 2008...
December 01, 2008
Easing Retirement Plan WoesAs reports of the huge losses in retirement plans over the past year continue to surface, members of Congress along with the Treasury Department and...