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.
Good news or bad?
By Staff WriterGreat 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 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...
June 26, 2008
Advisors Not Up to Date on AnnuitiesMitch Politzer, senior VP of Lincoln, Nebraska-based Ameritas Advisor Services (a unit of Ameritas Life Insurance Corp., New York), had a hunch that financial advisors might not be as prepared as they should be to lead Americans toward a secure retirement. He therefore teamed up with Chicago-based market research firm...
June 25, 2008
Retirement income without annuitiesInvestors may be put off by liquidity restraints in annuities, and wary of hidden fees, according to the Wall Street Journal. The paper cites a...
June 25, 2008
More Guidance on HSAsThe Treasury Department and the Internal Revenue Service today released Notice 2008-59, which provides employers and employees with a new set of formal questions and...
June 25, 2008
Insurer Offers Income Planning KitAn arm of Sun Life Financial Inc. has come out with a new collection of information for retirement planning advisors.The Wellesley Hills, Mass.-based U.S. division ...
June 25, 2008
Insurer Offers Income Planning KitAn arm of Sun Life Financial Inc. has come out with a new collection of information for retirement planning advisors.The Wellesley Hills, Mass.-based U.S. division ...
June 24, 2008
Boomer trends10 million - Number of baby boomers who will own a second home by 2010.* 82% - Percentage of boomers who use the Internet...