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, MARCH 2008
By Staff WriterA recent study by the Employee Benefit Research Institute (EBRI) has found that ERISA, the primary law governing employment-based health and retirement benefits, is working...
March 01, 2008
New and Improved Risk ProfilingBy now we should all know, given the press coverage on the issue, that the first of our 76 million baby boomer generation turned 60...
March 01, 2008
The Right MatchLike it or not, the first wave of an anticipated 76 million baby boomers nearing retirement is headed your way. Are you and your financial...
March 01, 2008
Sweetening the PotIt turns out the retirement industry was indeed onto something when it started adding a guaranteed minimum withdrawal benefit (GMWB) rider to variable annuities a...
March 01, 2008
InheritanceMax Asnas, the colorful founder of New York City's Stage Delicatessen, also famous as "The Corned Beef Confucius," philosophized: "Money is something you got to make...
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...