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.
NEWS & PRODUCTS, MAY 2008
By Staff WriterAccording to recent data released by the Employee Benefits Research Institute (EBRI), for fiscal year 2009, employee benefits-related tax expenditures ($347.9 billion) will account for...
May 01, 2008
Three Sources of IncomeAcademic research shows that, over our lifecycle, we can generate income from three major sources: human capital, social capital and financial capital. Chart 1 illustrates how...
May 01, 2008
Introducing the Wealthy to Roth IRAsAdvisors take heed: the income limit for those who can convert their retirement holdings from a traditional IRA to a Roth IRA (now applicable to...
May 01, 2008
Chief Risk OfficerWith retirement shaping up as the New Frontier, advisors are being forced to rethink client risk -- and mitigate that risk as never before. It's...
April 28, 2008
Ask the expert: Annuity suitability in an income planWhat is a good way to determine the suitability of using an annuity as part of an income plan for my clients?
April 27, 2008
Ask the expert: Annuity suitability in an income planWhat is a good way to determine the suitability of using an annuity as part of an income plan for my clients?
April 24, 2008
Phoenix Launches No-Load Annuity for Fee-Based AdvisorsIn yet another testament to the rising popularity of annuities, Hartford, Connecticut-based The Phoenix Companies has launched Phoenix Portfolio Advisor Variable Annuity, an innovative low-cost, no-load annuity sold through the company's distribution partners, including wirehouses, regional broker/dealers, and financial institutions.
April 06, 2008
Will Low Rates Stall Income Plans?Will recent rate cuts designed to fuel the U.S. economy stall the retirement income plans that advisors have helped their clients put in place?While advisors ...