Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Crisis Hits Middle-Class Retirees Hard
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniIn the last six months of 2008, the financial future of retirees and pre-retirees took a huge blow, according to a recent report released by...
June 22, 2009
Annuity Bill Gets CompanionA new Senate bill could provide a 50% tax exclusion on up to $40,000 in annual income from a non-qualified lifetime annuity.
June 21, 2009
Annuity Bill Gets CompanionA new Senate bill could provide a 50% tax exclusion on up to $40,000 in annual income from a non-qualified lifetime annuity.
June 18, 2009
Boomer women tapping retirement savings to bail out kidsMore than one-third of boomer women are dipping into their retirement savings to pay for their adult children's needs. According to a survey released this week...
June 18, 2009
Target-Date Funds Draw FireFederal regulators are questioning the performance of retirement savings funds that are supposed to shift toward more conservative allocations as participants near retirement age.
June 17, 2009
Target-Date Funds Draw FireFederal regulators are questioning the performance of retirement savings funds that are supposed to shift toward more conservative allocations as participants near retirement age.
June 09, 2009
Principal: Mood BrightensU.S. workers may be starting to become more optimistic about the economy.
June 02, 2009
Product Decisions and Financial Goals at Odds: StudyMany consumers say they want an income stream that will last throughout their retirement years, but they're not inclined to buy annuities.