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.
Longevity Risk and VAs
By James J. Green"The longevity risk factor is an enormous one for this industry," says Art Kopf, an industry veteran who is a senior marketing services representative for...
March 01, 2007
The No-Load Alternative"People want a check that won't run out," says Mitch Politzer matter of factly, in discussing the needs of retirees. After all, he says, retirement...
March 01, 2007
Uncle Sam May Take His CutWere private annuity trusts (PATs), popular tools for estate planning in retirement, just a flash in the pan, now that the Internal Revenue Service (IRS)...
March 01, 2007
Alternatives to AnnuitiesWhile there are many ways to build retirement portfolios, some advisors say that building an income-producing portfolio of taxable bonds is old news: low interest...
March 01, 2007
News & Products, March 2007A new report by the Vanguard Group has found that Americans aged 40 to 69 expect to gradually ease into retirement, with work playing an...
March 01, 2007
Leading the WayThe biggest issue these days for investment advisors and financial planners is retirement planning. If you ask retirement planning professionals what the biggest retirement issues...
March 01, 2007
DOL Issues Favorable New Guidance on PPA "Investment Advice" ProvisionsIn response to many questions about the "investment advice" exemption ("Exemption") of the Pension Protection Act of 2006 ("PPA"), the Department of Labor ("Department") released...
March 01, 2007
Lesson 2, The Uncertainty of Death and TaxesBy now everyone has heard the widely abused clich?, first coined by Benjamin Franklin in 1789: "In this world nothing can be said to be...