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.
Fixed-Income a Great Fit for Retirement
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniFixed income is an asset class that offers plenty of upside for investors, in particular those planning for retirement. Yet, says Jim Tracy, national sales director for Minneapolis-based The Hartford Mutual Funds (a division of Hartford Life), many investors and financial advisors are more than a little wary of fixed...
June 01, 2007
NEWS & PRODUCTS, June 2007SEC Chairman Christopher Cox said the SEC's examination of what goes into a 401(k)--such as expenses of the underlying funds--which the regulator is performing in...
June 01, 2007
Lesson 5: Spending Buckets and Financial PlacebosIn an earlier lesson I argued that a bear market early in retirement -- i.e., when you start withdrawing money from a portfolio -- can...
June 01, 2007
Consolidate and Refer"If you look at an advisor's practice today and what's going to happen in the future, there are some outside pressures that will affect the...
June 01, 2007
Helping Navigate the Product SeasSteve Zaleznick has funneled his years of expertise as head of AARP's financial services company to create a niche service for baby boomers and seniors...
June 01, 2007
The Independent AdvantageIf you're an independent advisor, take a few seconds and feel the love. Industry research shows that more investors who chose an advisor within the...
May 25, 2007
TD Ameritrade to Acquire Fiserv's Advisor UnitTD Ameritrade Holding Corp. has signed an agreement to acquire Fiserv Inc.'s Fiserv Investment Support Services (ISS) operation, which Fiserv says manages 300,000 retirement, trust,...
May 24, 2007
Lincoln Annuity Rider for DC PlansLincoln Employer Markets recently launched a new program for defined contribution plans called i4LIFE Advantage, an annuity rider on DC plans that gives participants the ability to convert their retirement plan savings into lifetime income with an opportunity for growth.