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.
November 01, 2008
No one is short on theories about taking required minimum distributionThere are all kinds of theories associated with taking required minimum distributions, as is evidenced by the different approaches detailed by financial advisors interviewed by Income Planning.
November 01, 2008
401(k)s in CrisisSince the financial meltdown took hold, one thing is certain: investors' 401(k) accounts have dropped. The retirement planning industry, along with Congress, is trying to...
November 01, 2008
Five Questions for the Retirement AdvisorWhat retirement issue has hit you or your clients out of left field, and how did you resolve it? Medical premiums. They can approach $1,200 a...
November 01, 2008
Workers Nervous About RetirementIf you've sensed increased concern about retirement income from your middle-aged clients, you're right, according to the results of a phone survey done for the...
November 01, 2008
The Retirement AngleConditions are improving for the increased use of exchange-traded funds in 401(k) plans, according to their proponents in the third-party administrator and investment fields. Before...
November 01, 2008
Your Clients' Unretirement"In the annuity space, traditionally, products have offered guaranteed lifetime steams of income. That might be fine for people who are going to work all...
November 01, 2008
Models and RealityDiscussions with Retirement Income Industry Association board members, such as Tom Johnson from MassMutual, often start with this question: What are the core discussions that...