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.
More boomers need new knees
By Staff WriterKnee-replacement surgery is being done on boomers more than ever before, NBC reports. NBC cites studies by the American Academy of Orthopedic Surgeons that from 1998...
December 02, 2008
IRIRC Releases Income Planning White PaperThe Institutional Retirement Income Research Council says retirement plan sponsors and participants must shift to a focus on income planning.The IIRC, Hartford, has released a ...
December 01, 2008
Senior communities consider lifting age restrictionsVacancy 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
Holiday season won't bring in boomer dollarsNot surprising, boomers are staying frugal this holiday season. The Thrivent Financial Market Volatility Survey, a national survey of 947 boomers, reveals 63 percent expect...
December 01, 2008
New Retirement-Strategy Funds LaunchedTarget-date, or life-cycle, funds have been around since 1993. They appeal to investors seeking a "set it and forget it" approach to retirement saving that...
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...