Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Pension Act Reforms for DB and Hybrid DC Plans
By Elizabeth D. FestaFor those trying to devise defined benefit (DB) and hybrid defined benefit/defined contribution (DC) plans that fall under the employer deduction rules of the Pension...
November 21, 2006
Looking Under the HoodThey're one of the most popular investment vehicles for retirement, and yet despite their ever-growing appeal, there is little information in the market about life...
November 05, 2006
For An Exciting New Opportunity, Consider Income PlanningOne of the most exciting opportunities for insurance professionals is in retirement income planning. There are at least 3 reasons for this:? Demand is increasing ...
November 05, 2006
For An Exciting New Opportunity, Consider Income PlanningOne of the most exciting opportunities for insurance professionals is in retirement income planning. There are at least 3 reasons for this:? Demand is increasing ...
November 01, 2006
Staying certifiedIt is said that the Certified Financial Planner designation is becoming the industry standard. More and more consumers are seeking advisors who are certified, who have been through rigorous testing, and who work and live by a code of ethics and
November 01, 2006
The PPA deliversPrior to PPA, there was no way for a person to transfer money held in an IRA to a charity without first recognizing the contribution in income. To correct this, PPA allows for qualified charitable distributions (QCDs) from IRAs (excluding SEPs and
November 01, 2006
NEWS & PRODUCTSLipper, Inc., has joined forces with The McHenry Group to launch a retirement planning tool called Lipper Retirement Solutions that will allow financial institutions and...
November 01, 2006
Still Not ReadyAlthough they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because...