Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Tax Deferral Key to Generating Income, Saving More
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniTax deferral is vital for accumulating more savings and generating more retirement income, according to a new white paper released by Jefferson National, and the key is using a low-cost, no-load tax-deferred investment platform such as a no-load, flat-insurance fee variable annuity after maxing out contributions to other vehicles such...
February 17, 2008
How Prepared Are Advisors To Meet The Income Planning Challenge?A question surfacing among income planning experts is just how prepared advisors are to meet the needs and challenges of this relatively new area of ...
February 17, 2008
How Prepared Are Advisors To Meet The Income Planning Challenge?A question surfacing among income planning experts is just how prepared advisors are to meet the needs and challenges of this relatively new area of ...
February 12, 2008
Gadenne to Head RIIA Full TimeFrancois Gadenne, the founding chairman of the Retirement Income Industry Association (RIIA), will now assume full-time leadership of the nonprofit organization, and will divest his commercial interests--including ownership in his company, Retirement Engineering, Inc.--and its associated assets including all intellectual property assets. Gadenne will continue to serve RIIA as chairman...
February 10, 2008
LTC Insurance Should Be A Key Piece Of An Income PlanThe importance of long term care insurance as a piece of an income plan was underscored during a recent presentation at a conference on longevity.Financial ...
February 10, 2008
LTC Insurance Should Be A Key Piece Of An Income PlanThe importance of long term care insurance as a piece of an income plan was underscored during a recent presentation at a conference on longevity.Financial ...
February 01, 2008
Letter to the Editor: Retirees Would Need $1 Million For ThatPersonally, I am looking forward to dispelling the old beliefs of 4%-5% withdrawal rates from retiree assets.
February 01, 2008
Big Years Ahead for Auto EnrollmentAsk David Wray, president of the Profit Sharing/401(k) Council of America, what the retirement landscape will look like in 2008, and he's quick to point...