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.
Taking Advantage of the Pension Protection Act
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThe Pension Protection Act (PPA) signed into law last August is among the most important and comprehensive pieces of legislation in several decades, and a...
February 01, 2007
News & ProductsThe Tax Relief and Health Care Act (H.R. 6111), which passed the House and Senate in early December, is being hailed as a bill that...
February 01, 2007
Lesson 1, The Trigonometry of Retirement IncomeIt is generally believed that stock markets, interest rates and investment returns move in periodic cycles. Unfortunately, these cycles are swamped with noise and only...
February 01, 2007
IRA Assets at $3.7 TrillionIndividual retirement account assets saw their third consecutive year of growth in 2005, reaching a record high of $3.67 trillion, according to a new report...
February 01, 2007
HSA ChangesDownload a document outlining proposed changes the health savings accounts (HSA) under H.R. 6111 here.
January 25, 2007
ETFs in Retirement PlansInvest n Retire, a Portland, Oregon-based company in the business of providing technology solutions to the retirement finance industry, has added New York -based WisdomTree...
January 25, 2007
A Lifecycle Fund Product Offers Income for LifePlan sponsors and advisors concerned with generating retirement income for their clients will soon have another product to consider: The newly minted Prudential IncomeFlex from...
January 17, 2007
IRAs Still Underutilized, Survey FindsA new study by Fidelity Investments and its clearing arm, National Financial, reveals that despite the fact that seven out of 10 people fear they won't have enough money to live on in retirement, only 46% of them are using an IRA for retirement savings.