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.
Retirement Market Looks Slow and Steady
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThe majority of financial planners believe that the retirement income market will continue to grow substantially, but at a slow pace, according to a recent study conducted by the Financial Planning Association (FPA).
July 01, 2006
Keying Into Income NeedsTwo of the top providers of financial planning software--Morningstar and Emerging Information Systems (EISI)--are heeding advisors' calls for help in crafting retirement distribution strategies. EISI,...
July 01, 2006
Retirement Advisor ProfileLen Reinhart is a staunch believer that using the relatively new concept of unified managed accounts (UMA), also dubbed unified managed households (UMH), is the...
July 01, 2006
News & ProductsHoping to serve as a "catalyst for change," the Center for Retirement Research at Boston College has some bleak news for Americans. Alicia Munnell, director...
June 26, 2006
Retirement Education for AdvisorsThe Retirement Income Industry Association (RIIA) has launched a retirement income planning educational program for advisors called Delivering Retirement Income Solutions, which is designed to provide an overview of the key risks and issues retirees face and also help advisors deliver the correct investment and risk management solutions to their...
June 22, 2006
The Impact of Reduced BenefitsThe Employment Benefit Research Institute (EBRI) has released another part of its ongoing study to determine the impact of potential changes to the Social Security system upon future retirees.
June 21, 2006
Senate Panel Learns About Income PlanningMembers of the baby boom generation have to worry not only about saving for retirement but also about outliving what savings they have.Witnesses delivered that ...
June 21, 2006
Senate Panel Learns About Income PlanningMembers of the baby boom generation have to worry not only about saving for retirement but also about outliving what savings they have.Witnesses delivered that ...