Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retiring Personalities
By Staff WriterRetirement used to be viewed as a sort of honorable discharge from the workforce. On the long-awaited day, the boss would extend thanks from a...
November 01, 2004
The Sixth SectorLike most financial planners, I have been tutored in the five traditional facets of planning: retirement, estate, insurance, tax, and investment planning. Recent events in...
October 20, 2004
Reinsurance Will Help Shape Income Planning ProductsReinsurance Will Help Shape Income Planning ProductsByGoing forward, cutting-edge income planning products will be available if direct writers are able to connect a series of ...
October 06, 2004
Required Minimum Distribution Planning With Trusts: More IRS Flexibility?Required Minimum Distribution Planning With Trusts: More IRS Flexibility? Recent private letter rulings may reflect a trendBy April CaudillThe Internal Revenue Service has clarified some ...
October 05, 2004
Jackson National Adds VA Withdrawal OptionsNU Online News Service, Oct. 5, 2004, 5:42 p.m. EDTJackson National Life Insurance Company, Lansing, Mich., has added the LifeGuard4 and LifeGuard5 guaranteed minimum ...
October 01, 2004
The Rollover Boom ArrivesThe time for rollovers has come, and will continue for the next 20 years or more. Talk to most advisors, and they'll tell you quite...
October 01, 2004
Under CoverIf you have any function with an employee benefit, retirement, profit sharing, 401(k), savings, health, or other type of plan, or if you serve such...
September 02, 2004
Life Policy Or Annuity For Income Planning?ByMost people are aware that they must have funds available during their retirement years and that the retirement period could be much longer than originally ...