Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
529 plans: The best and worst in Morningstar's annual study
By Staff WriterA Morningstar analyst says 2008 was "terrible" for 529 plans. "In recent years, the industry made strides by lowering fees, improving investment options, and closing down...
April 23, 2009
Retirement Confidence PlummetsLatest EBRI survey shows only 20% highly confident they'll have enough income in retirement
April 23, 2009
2008 Sales of Variable Annuities Faltered; Fixed Sales SoaredLIMRA International reported that sales of variable annuities fell 15% in 2008 to $155 billion, compared to 2007's record $184 billion in sales
April 23, 2009
Credit where credit's due"Well, the last administration did it." I'm consistently amazed by this rationale offered by defenders of the current administration for blatantly wrong-headed moves. Rack up...
April 23, 2009
Moving to the dark sideWe know how many of you feel about annuities, but stick with us. As cover subject Jeff Karelis notes in our April issue, Financial Planning...
April 23, 2009
Fund companies facing major cutbacksMutual-fund providers concede it will take a lot of cost-cutting to offset recent steep income drops. T. Rowe Price Group Inc., which reported dropped earnings of...
April 22, 2009
House argues for improved 401(k) fee disclosureHouse Democrats held a hearing Wednesday to discuss legislation introduced this week that aims to improve 401(k) fee disclosure. The Health, Employment, Labor, and Pensions Subcommittee...
April 21, 2009
Retirement concerns restrain overall optimismHas financial security sentiment hit bottom? It's too early to tell, according to an analysis by COUNTRY Financial. Even though it may seem to Americans...