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.
Bust of Boom?
By Mark TibergienAnxieties swirl around financial planning for baby boomers as they begin entering what have traditionally been known as the retirement years. Most advisors are now...
August 23, 2006
Boomers Need HelpIt seems that every newspaper, magazine and television news program of late has covered the subject of baby boomers and retirement. Yet, despite the deluge of news and information available to the public, the general feeling in the retirement planning industry is that most boomers are still not equipped to...
August 18, 2006
Pension Reform Becomes LawPresident Bush signed the Pension Protection Act of 2006 into law August 17, marking the most comprehensive overhaul of the pension system since 1974.
August 02, 2006
Podcast: Roger Ibbotson on Asset AllocationA big challenge for advisors is allocating client assets to fund longer retirements, without an undue increase in risk. Some advice from the founder of Ibbotson Associates in this exclusive IA Podcast.
August 01, 2006
Retirement Advisor ProfilePete Winer is a man with a plan: he advocates the use of controversial equity-indexed annuities (EIAs) as part of a portfolio for retiree clients...
August 01, 2006
News & ProductsRetirement Income Industry Association (RIIA) launched on June 26 a retirement income planning educational program for advisors called Delivering Retirement Income Solutions, which is designed...
August 01, 2006
Behind the NumbersInvesting in international stocks and bonds has become par for the course among those seeking to get the best out of the markets for their...
August 01, 2006
Still Hammering AwayMembers of Congress are still hashing through a compromise bill on pension reform, and completed, the final bill may also include a provision on abolishing...