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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.   |
The Motley Fool
April 26, 2011
Dan Caplinger |
This Company Wants to Make Your 401(k) Better A new broker initiative seeks to put ETFs in 401(k)s. |
Financial Planning
September 1, 2008
Stacy Schultz |
Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing. |
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. |
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. |
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. |
The Motley Fool
March 10, 2009
Dan Caplinger |
Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you? |
Investment Advisor
March 2010
Melanie Waddell |
Income Initiatives; Social Security President Obama's State of the Union address included a number of retirement savings initiatives that he'd like to see enacted: the automatic IRA, an expanded savers credit, updating 401(k) regulations, as well as using annuities as a way to turn savings into a guaranteed lifetime income. |
The Motley Fool
June 11, 2009
Dan Caplinger |
This Smart Move Will Save Your Retirement Leaving your investments alone while continuing to make new contributions is more likely to pay off in the long run. |
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. |
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. |
The Motley Fool
January 10, 2006
Selena Maranjian |
Brokers' Booming Business A new survey shows Americans clearly understand the benefits and value of investing in equities to reach their long-term financial goals. |
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. |
Financial Planning
April 1, 2008
Stacy Schultz |
Eye on Flat-Fee VAs A new study compares the benefits of using a tax-deferred flat-fee variable annuity, a variable annuity, and a taxable account for retirement savings. |
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. |
Investment Advisor
October 2010
Victor Connor |
Annuities: A Better Answer Than Social Security The biggest fear of all retirees is running out of money before they run out of life. |
The Motley Fool
October 23, 2008
Rick Aristotle Munarriz |
Time to Bet on the Traders TD AMERITRADE wraps up a record year with a mixed finish. |
Registered Rep.
April 17, 2012
Jerry Gleeson |
TD Ameritrade Recruitment of Breakaways Up 10% The number of breakaway brokers joining TD Ameritrade in its fiscal second quarter continued at the double-digit pace set in 2011. |
Registered Rep.
October 1, 2006
Stan Luxenberg |
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur. |
The Motley Fool
September 15, 2010
Dan Caplinger |
This Investment Won't Save Your Retirement Annuities can't work if you don't have the money to buy them. |
The Motley Fool
June 18, 2010
Dan Caplinger |
Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing. |
Financial Planning
August 1, 2010
Paul Menchaca |
Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market. |
Investment Advisor
July 2008
Melanie Waddell |
Drivers of Annuity Sales Assets in annuities will jump to $2.9 trillion by 2012 -- a compound annual growth rate of 7.9% -- sparked by demographic trends and product development that addresses both guaranteed income and principal protection. |
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. |
Financial Advisor
December 2007
Jeff Schlegel |
The Changing Face Of 401(k) Plans The 401(k) plan has become a bedrock of the American retirement account, but its foundation is becoming increasingly fluid with evolving rules, products and attitude shifts that add choices -- and complexities -- for plan participants and their sponsors. |
Financial Advisor
November 2007
William Glasgall |
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. |
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. |
CFO
May 1, 2009
Lynn Brenner |
Are Target Funds on Target? The "simple" investment option may be more complicated than you think. |
The Motley Fool
June 16, 2010
Dan Caplinger |
Why Congress Won't Save Your Retirement Don't expect a government bailout. |
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. |
Registered Rep.
April 15, 2014
Alan Lavine |
Rethinking the Need for Immediate Annuities With today's low interest rates, immediate annuities may serve as a good proxy for bonds in older clients' investment portfolios. |
The Motley Fool
May 31, 2005
Seth Jayson |
Merger, My Sweet Ameritrade stops playing hard to get and puts on some moves of its own. In the end, this is still an industry where revenues and earnings cycle with fickle investor sentiment and where pricing is going to continue to drop as time goes on. Buy the business accordingly. |
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
September 8, 2010
Dan Caplinger |
Where Retirees Can Find More Income Retirees need money, but guaranteed options have their drawbacks right now. |
The Motley Fool
December 22, 2006
Dan Caplinger |
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. |
The Motley Fool
February 8, 2005
David Braze |
10 Ways to Mismanage Your 401(k) Any one of these mistakes has the potential to cost us thousands of dollars in the amount we will eventually accrue for retirement. |
The Motley Fool
October 20, 2010
Selena Maranjian |
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate. |
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? |
On Wall Street
September 1, 2010
Matthew Leung |
Here Today, Here Tomorrow - New Sources Of Income For Retirement It's official. Pensions and social security are no longer viewed as the primary sources of retirement income. |
Financial Advisor
August 2010
Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans. |
Financial Advisor
November 2011
Alan Lavine |
Finding A Floor Annuities gain traction in a world of low returns. |
CFO
April 1, 2010
Alix Stuart |
Sea Change Companies now play a much more active role in guiding employees' 401(k) investment decisions. |
On Wall Street
January 1, 2012
John Diehl |
Lifting The Cloud Over Annuities Anyone who sells annuities knows two things to be true: annuities can deliver significant value to clients and they are also one of the most misunderstood financial products on the market. |
On Wall Street
October 1, 2012
Dave Lindorff |
Indexed Annuities Grab the Spotlight Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change. |
Registered Rep.
November 14, 2014
Kevin McKinley |
Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees. |
Investment Advisor
July 1, 2011
John Sullivan |
Catching up with... Bob Reynolds In June 2008, Bob Reynolds, the former Fidelity Investments vice chairman and COO, joined Putnam Investments. His impact was nearly immediate. |
CFO
December 1, 2009
Randy Myers |
A Question of Balance The much-maligned 401(k) plan is being beefed up. So are the penalties for failing to manage it well. |
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. |
CFO
December 1, 2010
David M. Katz |
The Check Will Be in the Mail Can annuities help ease employees' fears about having enough money in retirement? |
The Motley Fool
June 13, 2008
Julie Clarenbach |
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. |
