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 Advisor Profile
By Elizabeth D. FestaPete Winer is a man with a plan: he advocates the use of controversial equity-indexed annuities (EIAs) as part of a portfolio for retiree clients...
August 01, 2006
Still Hammering AwayMembers of Congress are still hashing through a compromise bill on pension reform, and completed, the final bill may also include a provision on abolishing...
July 26, 2006
Retirement Market Looks Slow and SteadyThe 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
Behind the NumbersUntil recently, Japan's public pension system was in grave danger of being unable to serve the retirement needs of its people in years to come....
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...