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.
Todays RetireesAn Affluent Market That Resonates in the Industry
By David OdenathByHere are a few facts that should be top-of-mind for every successful financial advisor. Today, there are about 47 million retired Americans controlling approximately $10.7 ...
March 02, 2004
What Do Young Workers Think About 401(k) Plans?NU Online News Service, March 2, 2004, 6:03 p.m. EST -- The youngest workers and older baby boomers have similar views about their 401(k) ...
March 01, 2004
Most Retirees Hoarding Their Savings: PruNU Online News Service, March 1, 2004, 1:25 p.m. EST -- Six out of 10 retired Americans say they are trying to live on ...
February 25, 2004
BISYS Adds 529 Plan Web Information ServiceNU Online News Service, Feb. 25, 2004, 12:05 p.m. EST -- BISYS Group Inc., New York, is adding a 529 plan section to its ...
February 19, 2004
401(k) Is Advanced Math For SomeByA new survey by Nationwide Financial Services suggests quite a few members of the baby boom generation need professional guidance about planning for their ...
February 12, 2004
Bush Saving Proposal Creates The Wrong IcentiveBush Saving Proposal Creates The Wrong IncentiveThe Bush administration needs to reconsider its ill-advised proposal to create Lifetime Savings Accounts and develop a consistent, logical ...
February 05, 2004
Industry Lines Up Against Savings Proposal In The Bush BudgetIndustry Lines Up Against Savings Proposal In The Bush BudgetByWashington The life insurance industry continues to oppose the Bush administrations proposal to establish Lifetime Savings ...
February 03, 2004
Bush Budget Addresses Savings, Estate Taxes, TrustsNU Online News Service, Feb. 3, 2004, 5:56 p.m. EST, Washington -- President Bush is including a modified version of his controversial lifetime savings ...