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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.   |
On Wall Street
December 1, 2009
Geoffrey Stiff |
When Your Client's Retirement Plan Is Washed Away, You Can Rebuild it Investors who are close to retirement are emerging from their storm cellars to assess the damage their retirement portfolios suffered during last year's financial tornados. |
Registered Rep.
June 17, 2014
Alan Lavine |
Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating. |
Investment Advisor
August 2009
Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
Investment Advisor
December 2009
Melanie Waddell |
Retirement Planning: Income Plans, Merrill Style Service links Bank of America deposit accounts with Merrill Lynch cash management accounts. |
Financial Planning
February 1, 2007
David Macchia |
Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income. |
Investment Advisor
August 2007
Kara P. Stapleton |
A Case for VAs? A new study found that two-thirds of boomers are interested in allocating a portion of their qualified plan into a variable annuity that offers guaranteed income for life. |
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? |
Investment Advisor
November 2007
Melanie Waddell |
New Options in 401(k)s Immediate annuities and longevity insurance help tackle retirees' income conundrum. |
Registered Rep.
November 16, 2010
Alan Lavine |
Growth Opportunities: Immediate Annuities And Qualified Retirement Plans There's a window of opportunity for financial advisors to build business: They can use annuities available in 401k plans to help workers with their post-retirement income. |
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 Advisor
September 2012 |
Working Longer Greatly Improves Retirement Readiness Most people won't be prepared for retirement at age 65, but they will be by age 70, largely because of increased Social Security payments, concludes a report by the Center for Retirement Research at Boston College. |
Registered Rep.
August 12, 2011
Diana Britton |
Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future. |
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. |
The Motley Fool
August 11, 2010
Selena Maranjian |
Don't Count on This Retirement Cure-All Annuities might not be right for your retirement. |
Registered Rep.
April 1, 2005
Will Leitch |
Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses. |
Investment Advisor
March 2010
James J. Green |
Merrill Discovers Retirement It appears that Merrill Lynch, now ensconced in Bank of America, has realized the importance of retirement planning to its clients and potential clients, and is moving to better position its army of financial advisors to compete in the space. |
Financial Advisor
September 2007
Alan Lavine |
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem. |
Registered Rep.
February 24, 2005
Will Leitch |
Merrill Unveils New Way to Think about Retirement A new study from Merrill Lynch asserts that the oft-predicted baby boomer retirement crisis will be a nonevent for one important reason: Most boomers plan to work during their so-called "retirement years." |
Registered Rep.
January 15, 2013
Alan Lavine |
Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide. |
Financial Planning
May 1, 2011
Donald Jay Korn |
Nice Niche Two product lines in the fixed annuity category set sales records in 2010. Index annuities (up 6%) and immediate annuities (up 2%) both recorded modest increases over 2009, but they did reach the highest levels on record, according to Beacon Research in Evanston, Ill. |
Investment Advisor
May 2008 |
News & Products, May 2008 AXA launched a new variable annuity called Crossings: My Lifetime IRA... Phoenix Companies and LCM introduced Guaranteed Retirement Income Solutions... Wired for Health Care Quality Act... |
Registered Rep.
June 1, 2012
Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. |
Registered Rep.
October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement? |
Financial Advisor
September 2012
Alan Lavine |
The Price Of Old Age Longevity insurance may appeal to some clients who want guaranteed income late in life. |
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. |
The Motley Fool
May 17, 2005
Selena Maranjian |
Why Women Are Worried The National Women's 2005 Retirement Survey found that many women are behind in retirement planning. But they can turn things around. |
On Wall Street
December 1, 2012
Richard T. Mason |
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning. |
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? |
The Motley Fool
July 23, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Competition among exchanges for new ETF listings heats up... Prudential offers GoalMaker to assist investors choosing a portfolio... |
BusinessWeek
February 5, 2009
Amy Feldman |
Can an Improved 401(k) Save Your Retirement? Asset managers and insurers are trying to develop a hybrid 401(k), combining guaranteed income and an investment portfolio. |
The Motley Fool
February 24, 2004
J. Graham |
Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
The Motley Fool
December 8, 2010
Selena Maranjian |
Don't Fall for This False Retirement Promise By taking matters into your own hands, you can build your own comfy retirement through annuities, dividends, or a combination of both. |
Investment Advisor
March 2008
Melanie Waddell |
Sweetening the Pot A new report has found that adding a variable annuity with a lifetime guaranteed minimum withdrawal benefit rider to a traditional stock and bond retirement portfolio can increase income while decreasing income risk. |
Investment Advisor
March 2009
Melanie Waddell |
Searching for Security As affluent retirees' worries about their financial well-being continue to mount due to the market and economic swoon, sales of immediate annuities are seeing a significant spike. |
The Motley Fool
January 2, 2009
Dan Caplinger |
How to Never Run Out of Money A relatively new twist on a traditional insurance product promises some relief for those looking to protect themselves from outliving their retirement savings -- but is it the best option for you? |
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
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
On Wall Street
July 1, 2010
John Papadopulos |
The Harsh Reality Of The 30-Year Retirement Many people just don't think about longevity risk and income planning, and some never even consider the risk that the money they save for retirement might not be enough to sustain them for the rest of their lives. |
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. |
The Motley Fool
March 15, 2007
Mary Dalrymple |
When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early. |
On Wall Street
April 1, 2012
John Diehl |
The Secret to a Happy Retirement? Practice You can help your clients create their own luck in retirement by encouraging them to practice their desired retirement lifestyle and determine what makes sense for them. |
Investment Advisor
March 2009
Melanie Waddell |
Retirement News & Products March 2009 SEC charges Merrill Lynch advisors with securities fraud regarding pensions... New research shows deferred variable assets show promise for wealth transfer market... Research shows 7 of 10 households have a tax-advantaged savings plan through work... |
The Motley Fool
March 24, 2005
Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. |
Investment Advisor
March 2010
Melanie Waddell |
Cover Story: Custom Job All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress and the Obama Administration. |
The Motley Fool
December 30, 2003 |
How Much Do You Need to Retire? Plan for some comfortable golden years. |
Registered Rep.
January 31, 2011
Charles Paikert |
Women Less Confident About Retirement; Younger Investors More Conservative Only one-third of affluent women had full confidence in their ability to meet their long-term financial goals, compared to half of their male counterparts. |
Financial Advisor
November 2011
Alan Lavine |
Finding A Floor Annuities gain traction in a world of low returns. |
Financial Advisor
August 2010
Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans. |
