Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Sixth Sector
By Staff WriterLike most financial planners, I have been tutored in the five traditional facets of planning: retirement, estate, insurance, tax, and investment planning. Recent events in...
October 05, 2004
Jackson National Adds VA Withdrawal OptionsNU Online News Service, Oct. 5, 2004, 5:42 p.m. EDTJackson National Life Insurance Company, Lansing, Mich., has added the LifeGuard4 and LifeGuard5 guaranteed minimum ...
October 01, 2004
Under CoverIf you have any function with an employee benefit, retirement, profit sharing, 401(k), savings, health, or other type of plan, or if you serve such...
October 01, 2004
The Rollover Boom ArrivesThe time for rollovers has come, and will continue for the next 20 years or more. Talk to most advisors, and they'll tell you quite...
September 02, 2004
Life Policy Or Annuity For Income Planning?ByMost people are aware that they must have funds available during their retirement years and that the retirement period could be much longer than originally ...
September 02, 2004
The Rx For Income Planning? More Education And ToolsThe Rx For Income Planning? More Education And ToolsByReston, Va.To ensure retired employees have a steady income stream in their post-employment years, it will take ...
September 02, 2004
Income Planning Starts To Gain TractionIncome Planning Starts To Gain TractionByWhen it comes to income planning, financial advisor Richard Tanner says his firm focuses on bringing clarity to clients about ...
September 01, 2004
Real Estate for RetirementIn these days of rising interest rates, it's a good idea for retirement plan sponsors to consider adding a REIT mutual fund to their 401(k)...