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.
Estate Planning For IRAs
By Eva M. VictorAn important aspect of estate planning centers around testamentary IRA distribution strategies, efficient planning designed to defer or mitigate taxation, and enhance the legacy for ...
May 01, 2007
The PPA in plain EnglishThe Pension Protection Act of 2006 (PPA) is a step in the right direction, both by shoring up standards for defined benefit pension plans, and by making permanent (if there is such a concept in Congress) many of the changes found in the Economic
May 01, 2007
Advisors Are Having an Impact on Income AccumulationThough Americans appear to be saving more for retirement, there's still much more work to be done with investors, according to the latest findings of...
April 30, 2007
Survey: Plans Help Worker Confidence At Big CompaniesEmployees at large employers feel better about retirement than employees at smaller employers, but they may have similar gaps in financial literacy.Researchers at the Transamerica ...
April 30, 2007
The PPA in plain EnglishThe Pension Protection Act of 2006 (PPA) is a step in the right direction, both by shoring up standards for defined benefit pension plans, and by making permanent (if there is such a concept in Congress) many of the changes found in the Economic
April 15, 2007
What? Boomers Who Want To Leave An Inheritance?The general media brims with stories on boomers waiting to receive an inheritance, but news is pretty scant about boomers planning to leave an inheritance.This ...
April 11, 2007
EBRI: Americans Think Tomorrow Will Look Like TodayCurrent U.S. workers seem to think they will enjoy roughly the same lifestyle as current retirees.The Employee Benefit Research Institute, Washington, has published data supporting ...
April 10, 2007
MassMutual Ties Plan Campaign To TV CampaignMassachusetts Mutual Life Insurance Company is trying to market harder to the 250,000 members of retirement plans that the company already administers.The retirement services arm ...