Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The "New" Guaranteed And Return Of Premium Products
By Judith A. HasenauerIt seems as though every new life insurance or annuity product that comes to market has a "new" feature to guarantee minimum investment gain or ...
September 03, 2006
Advisors Parse New Pension LawWill the new pension reform law give income planning more punch as advisors try to make sure clients have sufficient retirement income? Some planners were ...
September 01, 2006
Retirement Advisor ProfileWhen Jason Mattox speaks at broker/dealer and investment advisor conferences, he has one message to convey: real estate should be in clients' portfolios, preferably non-publicly...
September 01, 2006
Behind the NumbersA quiet revolution is going on in the retirement planning industry. As a financial education company working directly with pre-retirees and retirees, we at Financial...
September 01, 2006
Pension Act SignedWhile pension experts say the recently passed Pension Protection Act of 2006 will indeed help remedy the funding problems that have plagued defined benefit (DB)...
September 01, 2006
Extending SavingsCareless treatment of retirement plan assets at the owner's death could cost beneficiaries hundreds of thousands of dollars in tax-deferred growth. However, even those with...
September 01, 2006
News & ProductsA recent report by Hewitt Associates has found that while the majority of employers have been slow to adopt Roth 401(k) plans, a number of...
September 01, 2006
Some Good News on PensionsAdvisors are hailing the recently passed pension reform legislation as a treasure trove of goodies that's long overdue. The whopping 900-page legislation, called the Pension...