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Registered Rep.
March 9, 2012
Mark Miller |
Six Ways Pension Annuities Almost Always Beat a Lump Sum Even if a lump sum is a choice for your client, think twice before advising a client to take it.   |
Registered Rep.
July 13, 2012
Mark Miller |
Should Your Retiree Take the Lump Sum? Or Go with a "Pension Annuity?" Leon LaBrecque is one busy financial planner these days. He has been meeting with retirees from Ford Motor Co. and General Motors to help guide them through one of most important financial decisions of their lives: whether to accept a lump sum buyout of their pensions. |
Financial Planning
February 1, 2013
George Yacik |
Weighing a Pension Payout Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas. |
Financial Planning
March 1, 2011
Donald Jay Korn |
Pension Tension Old-fashioned pensions might be disappearing, but they haven't vanished. |
Registered Rep.
August 27, 2014
Kevin McKinley |
One Lump Sum or Small Payments? "Should I take my pension in monthly payments, or roll the lump sum over to an IRA?" It's a common question you may get from retiring clients. |
Financial Advisor
June 2007
Eric L. Reiner |
Plan Gets Stamp Of Approval Here's how financial planners can use cash-balance plans to let successful business owners save more for retirement. |
The Motley Fool
October 10, 2006
Dan Caplinger |
Pension Protection or Pilfering? The recent changes to the laws governing pensions are just the latest example of why it's important to think carefully about the choices you have as you enter retirement. |
Registered Rep.
April 1, 2005
Kevin McKinley |
In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor. |
Financial Advisor
August 2010
Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans. |
The Motley Fool
October 11, 2004
Chris Mallon |
The Perils of Pensions Once a no-lose situation for both management and employees, defined-benefit pension plans are now threatening to cripple some U.S. corporations. But the piper must be paid, and it's investors who will ultimately suffer. |
The Motley Fool
December 3, 2010
Dan Caplinger |
Don't Flub This Million-Dollar Decision Whether to take a lump sum or monthly payments from your pension can make or break your retirement. |
Financial Advisor
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
FDIC FYI
January 13, 2004
Miller & Ayres |
Could a Bull Market Be a Panacea for Defined Benefit Pension Plans? This report describes the serious challenges and outlook facing the Pension Benefit Guaranty Corporation and corporate defined benefit pension plans, and examines the effects on financial institutions insured by the FDIC. |
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
January 1, 2010
Israelsen & Ferri |
Is a Pension a Bond? Unsure how to value a client's pension or social security? Use the liability reduction model. |
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. |
The Motley Fool
September 26, 2006
Selena Maranjian |
How to Take Your Pension If you've got a pension, you're in the minority of workers today. Here are some tailor-made tips for you. |
Financial Advisor
June 2006
Alan Lavine |
Storm Clouds For Municipal Bonds Underfunded liabilities loom as a threat to governments' finances. |
The Motley Fool
July 15, 2009
Dan Caplinger |
How to Make the Most of Your Biggest Opportunities Here's the best way to handle big money. To provide the income a pension would pay, you may be able to use a combination of an immediate annuity and dividend-paying stocks. |
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. |
CFO
May 15, 2012
David McCann |
Will These Investments Catch On? Why the government's proposals for encouraging "longevity annuities" may not impress many 401(k) plan sponsors. |
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
February 2006
Tracey Longo |
Unexpected Turbulence How a United Airlines pilot-turned-financial-advisor is helping colleagues grapple with pension nightmares. |
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 |
CFO
February 1, 2008
Russ Banham |
Exit Strategies How companies can help retiring employees smooth the transition from savers to consumers. |
Registered Rep.
December 1, 2006
Kevin McKinley |
The Case For (and Against) Immediate Annuities Right now your retired clients face a number of conundrums as they search for reliable sources of income. Retirees looking for safe, predictable income can get a big boost from immediate annuities when compared to other options. |
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. |
Financial Advisor
March 2011
Karen DeMasters |
Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement. |
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
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. |
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. |
BusinessWeek
July 19, 2004
Nanette Byrnes |
The Benefits Trap Old-line companies have pledged a trillion dollars to retirees. Now they're struggling to compete with new rivals, and many can't pay the bill. Some are racing to cut or drop retiree medical benefits to give a quick boost to their bottom lines. |
The Motley Fool
February 24, 2009
Dan Caplinger |
The Trend That Could Save Your Retirement One type of defined benefit plan, known as the cash balance plan, has gained growing popularity among employers wanting to do more for their workers. |
The Motley Fool
January 26, 2011
Selena Maranjian |
Pension Perils Take a Turn for the Better Your company might not stiff your retirement after all. |
The Motley Fool
July 8, 2004
Robert Brokamp |
Retirement's Second Leg: Pensions How much retirement income can you expect from your company's pension plan? |
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
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. |
Financial Advisor
July 2006
Bruce W. Fraser |
Bonus Content - A New Golden Pond A new generation of baby boomers faces retirement -- and new uncertainties. Advisors are going to have to not focus just on asset accumulation for clients but also on expense management to protect clients from outliving their assets. |
The Motley Fool
July 23, 2004
Roy Lewis |
How Retirement Pays Off How do you plan to withdraw your retirement funds? |
Investment Advisor
April 2006
Melanie Waddell |
The Playing Field: Meeting the Need for Income A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams. Here's a rundown of some of the companies' offerings. |
CFO
September 1, 2005
Russ Banham |
Pension Upheaval Will proposed pension reforms actually save the system, or cause more of Corporate America to opt out? |
On Wall Street
April 1, 2010
Coghlan & Hadley |
Retirement Catch-22: Too Young To Retire, Too Old To Hire The labor market has thrown a monkey wrench into the admirable retirement plans of many seniors and put many of them in a major bind. |
Inc.
May 2006
Amy Feldman |
A Bigger Parachute Eager to boost your retirement fund? Believe it or not, a pension might be the answer. |
Financial Advisor
March 2012
Dan Moisand |
Economists Love 'Em, Clients Hate 'Em Immediate annuities make sense to economists. So why don't clients like them? |
Financial Planning
February 1, 2008
Donald Jay Korn |
Immediate Gratification New studies show that Immediate annuities add both income and stability to a retirement portfolio. |
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. |
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. |
Investment Advisor
May 2008
Timothy Noonan |
Retirement Risk Redefined Boomers will face a new/old risk: that they may outlive their money. What's an advisor to do? |
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. |
The Motley Fool
May 26, 2010
Dan Caplinger |
Get the Most From Social Security The right decision is harder than you think. |
