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.
Editorial Comment: Gotta Know Withdrawals Cold
By Linda KocoShelly 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.
July 01, 2008
Women Still Lack Confidence on RetirementSometimes no news is bad news, though the findings of a recent study on women and retirement suggest that there remains an educational opportunity for...
July 01, 2008
Tracking Cash Flow and 'Practicing' RetirementDuring clients' working years, the emphasis is on accumulating assets that can generate sufficient income for when the client stops working. The underlying question that...
July 01, 2008
The Retirement-Management Professional's Job DescriptionProfessional education programs should be anchored in the professional's job description. If the job descriptions have evolved, could it be that investment management education programs...
July 01, 2008
Managed-Payout Funds ProliferateMutual funds are proven wealth-accumulations tools, and the fund industry hopes to build on that success and retain investors' money with managed payout funds. The...
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
Research Projects Retiree ExpensesOne wildcard that worries most retirees is the cost of health care. That concern is understandable: the National Coalition on Health Care reports that health...