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.
Research Projects Retiree Expenses
By Ed McCarthy, CFP, RICPOne wildcard that worries most retirees is the cost of health care. That concern is understandable: the National Coalition on Health Care reports that health...
July 01, 2008
Graff's Goal at ASPPA: Closing the GapA go-to guy in Washington for retirement plan policy, Brian Graff has been at the helm of the American Society of Pension Professionals & Actuaries...
July 01, 2008
Drivers of Annuity SalesAssets in annuities will jump to $2.9 trillion by 2012--a compound annual growth rate of 7.9%--sparked by demographic trends and product development that addresses both...
July 01, 2008
Portrait of a Branch ManagerIt takes an ultra savvy advisor to service ultra-high-net-worth clients -- and it takes an ultra-talented branch manager to coach top FAs to be even...
June 30, 2008
Good news or bad?Great news for advisors -- boomers do need your help. Metlife's latest Retirement Income IQ Test reveals most pre-retirees dramatically overestimate how much they can withdraw...
June 30, 2008
The Income Planning Discussion Needs To Include A Talk About WorkOne piece of the income planning discussion should be a candid review about whether the client needs to continue working, according to financial planners.
June 30, 2008
Editorial Comment: Gotta Know Withdrawals ColdShelly Kostrunek's article, Retirement withdrawal mistakes to avoid, which appears in this month's issue of Income Planning, focuses on a very important part of income planning: taking withdrawals.
June 26, 2008
Growth in 401(k)/IRAs, Participants Has SlowedAlthough assets in 401(k) and IRA retirement plans have risen significantly in recent years, growth in the number of these plans as well as in...