Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Lawmakers urge oversight to prevent retirement savings withdrawals
By Staff WriterMortgage woes and spiraling credit debt have many investors using their retirement savings to bail them out for the short term. The concerning trend is...
July 01, 2008
Editorial Comment: Gotta Know Withdrawals ColdShelly Kostrunek's article, Retirement withdrawal mistakes to avoid, which appears in this month's issue of Income Planning, focuses on a very important part of income planning: taking withdrawals.
July 01, 2008
Democracy of foolsOne knock against Ross Perot's 1992 presidential run was the belief that he would try to run Washington like he ran his businesses. Used to...
July 01, 2008
NEWS & PRODUCTS, JULY 2008The Department of labor (DOL) will continue to scrutinize the indirect compensation that advisors acting as pension consultants receive, warned Alan Lebowitz, a DOL official,...
July 01, 2008
Women Still Lack Confidence on RetirementSometimes no news is bad news, though the findings of a recent study on women and retirement suggest that there remains an educational opportunity for...
July 01, 2008
Tracking Cash Flow and 'Practicing' RetirementDuring clients' working years, the emphasis is on accumulating assets that can generate sufficient income for when the client stops working. The underlying question that...
July 01, 2008
The Retirement-Management Professional's Job DescriptionProfessional education programs should be anchored in the professional's job description. If the job descriptions have evolved, could it be that investment management education programs...
July 01, 2008
Managed-Payout Funds ProliferateMutual funds are proven wealth-accumulations tools, and the fund industry hopes to build on that success and retain investors' money with managed payout funds. The...