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.
World equity markets register worst month in history
By Staff WriterOctober was the worst month ever in history for world equity markets; investors lost an estimated $5.79 trillion. Standard & Poor's data shows that the...
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
Retirement News & ProductsThe Department of Labor (DOL) recently issued final rules pertaining to requirements under the Pension Protection Act (PPA) that relate to distribution of 401(k) benefits...
November 01, 2008
IRAs: An Untapped ResourceIndividual retirement accounts (IRAs) have been around for years, but many taxpayers still fail to take advantage of the accounts, according to a recent study...
November 01, 2008
Balancing Predictability and VolatilityThe market's volatility has reinforced the need for diversification among income sources in retired clients' portfolios, and a recent study, "Four Strategies for Retiring Clients,"...
November 01, 2008
Reinvesting Profits to Generate IncomeStephan Cassaday, CEO of Cassaday & Company, Inc., has developed a retirement investment process that he uses to make sure retirees do not outlive their...
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
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...