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Retirement Income

Advisors Seek Simpler Annuities, Education

Wednesday, 17 March 2010
The retirement guarantees provided by annuities are more important to investors than ever, advisors say, even as many advisors still avoid using them in clients' portfolios.

Managing Retirement Income: Part III

By Jack Gardner - Wednesday, 17 March 2010
An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.

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A New Plan

Thursday, 25 February 2010
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Should Clients Take Less Now So Kids Get More Later?

Monday, 22 February 2010
Buying an annuity confronts families with a dilemma: Should a parent take smaller monthly payments so that their surviving spouse or children can get some sort of inheritance?

How Fees Affect Your Clients' 401(k) Plans

Thursday, 18 February 2010
The kind of 401(k) plan that a client has can make a difference in how well-positioned she is for retirement.

Managing Retirement Income: Part II

By Jack Gardner - Wednesday, 17 February 2010
Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

Staggering Immediate Annuity Purchases May Benefit Clients

Wednesday, 17 February 2010
Immediate annuities, under certain circumstances, may be right for a part of some retirees' nest eggs.

Fidelity: 401(k)s Grew 28% in '09

Wednesday, 17 February 2010
Average 401(k) account balances held with Fidelity Investments went up 28% last year, allowing many workers to recoup much of their losses from 2008, according to the company.

Even The Rich Worry About Social Security

Tuesday, 16 February 2010
Even high-net-worth investors are turning more often to their financial advisors for help with a benefit generally associated with the less affluent: Social Security.

The Roth Puzzle

By Andrew Gluck, February 2010 issue
New tools may help advisors determine whether a Roth conversion makes sense.

Obama's Retirement Savings Plans Aren't Enough

Thursday, 28 January 2010
Good, but not enough. That's how academics and advisors characterize President Barack Obama's plans to help Americans save more for retirement.

Americans Insecure About Retirement, Surveys Say

Wednesday, 27 January 2010
Two new surveys indicate American workers are feeling less secure about the course of their retirements.

12 Traps With Roth IRA Conversions

Monday, 25 January 2010
Roth conversions can trigger unintended tax traps and financial problems that are not being addressed in the mounds of 2010 Roth conversion information.

Career Job, Interrupted

Wednesday, 20 January 2010
Remember the days when most guys were employed by one company most of their lives? According to a report, the romantic notion of a career job never existed—and that fact impacts retirement.

Managing Retirement Income: Part I

By Jack Gardner - Wednesday, 20 January 2010
Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.

Changes Coming To U.S. Retirement System

Tuesday, 19 January 2010
The financial crisis dealt a huge blow to U.S. retirement savers' 401(k) accounts and now lawmakers and others are pushing for new retirement-plan rules and policies.

Wealthy Weigh Retirement Goals

Tuesday, 19 January 2010
Wealthy Americans are re-evaulating their attitudes toward retirement and many are more actively planning for the lifestyle they want in their later years, according to a new report.

Advisor Seeks Support For Annuity

Wednesday, 30 December 2009
An advisor speaks out about an annuity that he thinks is underused but makes sense for clients entering retirement and worrying about stock-market volatility.

Retirement: It's Back To Basics For Many

By Bruce W. Fraser - Monday, 14 December 2009
Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.

A Model Portfolio

Thursday, 10 December 2009
A prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.


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Managing Retirement Income: Part III

An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.

Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

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