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.
Will Low Rates Stall Income Plans?
By Jim ConnollyWill 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 ...
April 01, 2008
Getting a Handle on 408(b)(2)The Department of Labor's (DOL) newly proposed 408(b)(2) regulation, which mandates disclosures of compensation and conflicts of interest by plan service providers will, when finalized,...
April 01, 2008
Combo ProductsRetirement income is in the news and several companies have responded to the increasingly visible shift from investment accumulation to income distribution by announcing new...
April 01, 2008
NEWS & PRODUCTS, APRIL 2008Despite the uncertain financial and economic environment last year, Americans continue to contribute to their IRAs, and those Americans who work with advisors are more...
March 27, 2008
Targeting the DateVan Kampen Retirement Strategy Trust, a unit of Van Kampen Investments, has added a suite of 10 target date retirement funds to its roster.
March 27, 2008
LTC Carriers Get Younger and YoungerLong-term care insurance is becoming a staple of financial planning for those in their 40s and 50s according to new research by the American Association...
March 27, 2008
Beyond Stocks and BondsAt a time when financial market conditions are going from bad to worse, experts believe that those who can afford to put some of their retirement savings into alternative assets will increasingly be looking to do so.
March 21, 2008
Wealth2k Offers Income Planning Sales ProgramA marketing company has introduced a system aimed at advisors who counsel retirees.Wealth2k Inc., Canton, Mass., is using a Web site to distribute the system, ...