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Financial Advisor
July 2007
Eric Rasmussen |
Learning To Live With Annuities Many financial planners hate annuities, but they may be attractive for clients with longer lives.   |
Financial Advisor
May 2012
Bill Bengen |
How Much Is Enough? The father of the 4 1/2% rule for retirement portfolio withdrawals analyzes its past, present and future performance. |
Financial Planning
May 1, 2010
Donald Jay Korn |
Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time. |
Financial Advisor
May 2012
Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
Financial Advisor
October 2007
William Glasgall |
The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs. |
Registered Rep.
November 1, 2005
Lynn O'Shaughnessy |
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc. |
Financial Advisor
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
Financial Advisor
July 2011
Jeff Schlegel |
The Coming Retirement Wave Are Americans financially prepared for life after work? |
Registered Rep.
July 1, 2004
Stan Luxenberg |
The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets |
Financial Advisor
March 2005
Jeff Schlegel |
Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates? |
Financial Planning
June 1, 2009
Dave Lindorff |
Annuity Ladders People facing retirement want guaranteed income, and they also want liquidity, so purchasing annuities over a period of time, even into retirement, makes sense. |
Financial Planning
December 1, 2007
Ilana Polyak |
Annuities, Revisited Financial advisors who once sneered at annuities are now realizing that they could be a magic bullet. |
Financial Planning
May 1, 2011
Joseph A. Tomlinson |
Income Choices Retirement income is a growth industry, and the menu of products is expanding fast. Immediate annuities and variable annuities with living benefits are established products, while longevity insurance and standalone living benefits are more recent additions. |
Financial Advisor
August 2008
Jef Schlegel |
The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans? |
Registered Rep.
February 8, 2013
Mark Miller |
What's a Safe Withdrawal Rate in Retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number. |
Knowledge@Wharton
August 27, 2003 |
How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply. |
Financial Planning
February 1, 2010
Ilana Polyak |
You Should Live So Long Offered only since 2005, longevity insurance can protect against living a very, very long time by providing income at the tail end of retirement. |
Financial Planning
February 1, 2006
John Nersesian |
Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters. |
Financial Advisor
July 2011
Dan Moisand |
Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets. |
Financial Advisor
October 2005
Gregory Bresiger |
Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio. |
Registered Rep.
June 21, 2011
Alan Lavine |
A Good Match: Managed Payout Funds and Annuities Combining a managed payout mutual fund with a deferred immediate annuity may be a simple way to help clients plan for retirement. |
Registered Rep.
June 26, 2015
Mark Miller |
When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement. |
Financial Advisor
November 2012
Ben Mattlin |
The 4% Solution Is it still a feasible retirement withdrawal strategy? |
The Motley Fool
March 10, 2010
Dan Caplinger |
This Strategy Will Save Your Retirement It's not just about income. Even retired investors can afford to invest a modest amount in growth stocks. |
Registered Rep.
November 1, 2002
Pamela J. Black |
How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business. |
Financial Planning
September 1, 2008
Joseph A. Tomlinson |
Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets? |
Financial Advisor
August 2012
Robert Kreitler |
Drawing A Hard Line How advisors can use critical path strategies to provide cash flow in retirement. |
Financial Planning
April 1, 2005
Donald Jay Korn |
The Magic Number Determining how much wealth is enough to support retirement combines the art of managing expectations with the science of crunching numbers. |
Financial Advisor
June 2010
Eric Uhlfelder |
Making It Last It's easier to contribute to retirement accounts than it is to manage them for withdrawals. |
Financial Planning
July 1, 2007
Gene Fama Jr. |
Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income. |
Financial Planning
July 1, 2008
Elizabeth O'Brien |
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how. |
Registered Rep.
October 1, 2006
Kristen French |
It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time. |
Financial Planning
February 1, 2011
Donna Mitchell |
Investing for Retirement A roundtable discussion with six industry experts gleans some of the best ideas on how to help clients maximize opportunities during their peak working years and lay sound plans for the next phase. |
Financial Planning
August 1, 2007
Len Reinhart |
Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years. |
Financial Advisor
March 2011
Bruce W. Fraser |
Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how. |
Financial Advisor
October 2006
Mary Rowland |
The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning. |
Financial Planning
September 1, 2007
Jim Grote |
What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation. |
Registered Rep.
October 1, 2002
Pamela J. Black |
The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees. |
Financial Planning
May 1, 2007
Bob Veres |
Taking on Retirement The latest thinking on how to serve clients in their retirement years ranges from customized distribution formulas to post-retirement career planning. |
Financial Advisor
January 2008
Marla Brill |
Great Expectations The latest version of retirement income funds from Fidelity and Vanguard mark the mutual fund industry's most ambitious effort yet to remove much of the decision-making associated with retirement investment and distribution planning. |
Registered Rep.
October 7, 2011
Stan Luxenburg |
Managing Retirement Account Withdrawals in Volatile Markets Retirees have long struggled with a difficult question: How much can you spend each year without going broke? To answer that question in difficult markets, advisors have developed a variety of flexible strategies. |
Financial Planning
February 1, 2008
Elizabeth O'Brien |
Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow. |
Financial Advisor
February 2011
Somnath Basu |
Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks." |
Investment Advisor
September 2005
Greg Salsbury |
Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last. |
Investment Advisor
March 2009
Melanie Waddell |
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. |
Registered Rep.
June 7, 2012
Mark Miller |
Who's Got the Best Annuity Deal in Town? It may surprise you, but "buying" Social Security's annuity by delaying withdrawals and living on other assets best enhances overall retirement income. |
Financial Advisor
August 2010
Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans. |
Financial Planning
July 1, 2008
Bob Veres |
Market-Based Withdrawals A new report takes the discussion of sustainable withdrawal rates into an entirely new realm, quantifying what retirees will have to live on when they begin drawing down their portfolios, and offering a promising method for keeping that number reasonable, safe and generous. |
On Wall Street
September 1, 2013
Dave Lindorff |
The New Math of Retirement Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrow. |
On Wall Street
October 1, 2011
Don Schreiber, Jr. |
The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk. |
