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.
The Right Match
By Maya IvanovaLike it or not, the first wave of an anticipated 76 million baby boomers nearing retirement is headed your way. Are you and your financial...
February 28, 2008
Calling All Gen XersAt the end of 2007, Financial Finesse, a Manhattan Beach, California-based financial advisory and guidance firm, recorded an 11% increase from the year before in...
February 28, 2008
Tax Deferral Key to Generating Income, Saving MoreTax deferral is vital for accumulating more savings and generating more retirement income, according to a new white paper released by Jefferson National, and the key is using a low-cost, no-load tax-deferred investment platform such as a no-load, flat-insurance fee variable annuity after maxing out contributions to other vehicles such...
February 22, 2008
Supreme Court Says 401(k) Participants Can SueThe Supreme Court ruled February 20 that a participant in a 401(k) plan can sue to recover losses in his 401(k) account when the plan...
February 20, 2008
PBGC Diversifies Its Investments PolicyThe Pension Benefit Guaranty Corporation (PBGC) announced February 18 that it has adopted a new diversified investment policy, which includes investing heavier in equities and...
February 17, 2008
How Prepared Are Advisors To Meet The Income Planning Challenge?A question surfacing among income planning experts is just how prepared advisors are to meet the needs and challenges of this relatively new area of ...
February 17, 2008
How Prepared Are Advisors To Meet The Income Planning Challenge?A question surfacing among income planning experts is just how prepared advisors are to meet the needs and challenges of this relatively new area of ...
February 12, 2008
Gadenne to Head RIIA Full TimeFrancois Gadenne, the founding chairman of the Retirement Income Industry Association (RIIA), will now assume full-time leadership of the nonprofit organization, and will divest his commercial interests--including ownership in his company, Retirement Engineering, Inc.--and its associated assets including all intellectual property assets. Gadenne will continue to serve RIIA as chairman...