Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
August 18, 2006
Pension Reform Becomes LawPresident Bush signed the Pension Protection Act of 2006 into law August 17, marking the most comprehensive overhaul of the pension system since 1974.
August 02, 2006
Podcast: Roger Ibbotson on Asset AllocationA big challenge for advisors is allocating client assets to fund longer retirements, without an undue increase in risk. Some advice from the founder of Ibbotson Associates in this exclusive IA Podcast.
August 01, 2006
Retirement Advisor ProfilePete Winer is a man with a plan: he advocates the use of controversial equity-indexed annuities (EIAs) as part of a portfolio for retiree clients...
August 01, 2006
News & ProductsRetirement Income Industry Association (RIIA) launched on June 26 a retirement income planning educational program for advisors called Delivering Retirement Income Solutions, which is designed...
August 01, 2006
Behind the NumbersInvesting in international stocks and bonds has become par for the course among those seeking to get the best out of the markets for their...
August 01, 2006
Still Hammering AwayMembers of Congress are still hashing through a compromise bill on pension reform, and completed, the final bill may also include a provision on abolishing...
July 26, 2006
Retirement Market Looks Slow and SteadyThe majority of financial planners believe that the retirement income market will continue to grow substantially, but at a slow pace, according to a recent study conducted by the Financial Planning Association (FPA).
July 01, 2006
Behind the NumbersUntil recently, Japan's public pension system was in grave danger of being unable to serve the retirement needs of its people in years to come....
July 01, 2006
Keying Into Income NeedsTwo of the top providers of financial planning software--Morningstar and Emerging Information Systems (EISI)--are heeding advisors' calls for help in crafting retirement distribution strategies. EISI,...