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.
A Tale of Two Retirements
By Jane Wollman RusoffLife, as one learns soon enough, rarely rolls out according to plan. A stroke of luck, good or terrible, can change things in a flash....
April 26, 2007
Battle of the Sexes in Retirement PlanningIt looks as though the battle of the sexes is alive and well when it comes to retirement. New research by Fidelity Investments has found...
April 04, 2007
A Big Year for Variable AnnuitiesNAVA, the Association for Insured Retirement Solutions (formerly the National Association of Variable Annuities) announced March 28 that total VA sales for 2006 were $157.3 billion, representing an 18.2% increase from 2005's sales of $133.1 billion.
April 01, 2007
NEWS & PRODUCTS APRIL 2007The Fidelity Research Institute reported March 12 that Americans are slightly better prepared for retirement, but noted that their expectations for income in retirement remain...
April 01, 2007
Take Some Advice: Consumers Are Looking for ItAdvice--take it or leave it--but it seems the majority of consumers plan on taking it. According to the 2007 World Insurance Report from Capgemini and...
April 01, 2007
Lesson 3: Sustainability and RuinAs you are reading this in early April 2007, I am facing the daunting prospect of celebrating my 40th birthday. Besides the trauma of this...
April 01, 2007
Retirement Planning Balancing ActBeing an advisor who focuses on selling and servicing corporate 401(k) plans is a matter of balance, says David Tyrie of Putnam Investments. "It's not...
April 01, 2007
An Underutilized Charitable OptionA provision in the Pension Protection Act (PPA) of 2006, which allows individuals over the age of 701?,,2 to make a one-time donation of up...