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Financial Planning April 1, 2012 Scott Wenger	Retirement Reality In our special report on retirement solutions, Financial Planning senior editor Ann Marsh found that many planners are spending time coaxing and coaching fearful clients into taking on the appropriate amount of risk.
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 Planning March 1, 2012 Ann Marsh	Top Strategies For Fixed Income To root out the top strategies for fixed income for this month's cover story, we spoke with advisors and financial professionals around the country about their varying game plans.
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.
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.
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 Planning August 1, 2012 Joseph Lisanti	Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it.
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.
The Motley Fool March 30, 2010 Dayana Yochim	Pros Answer Your Top 4 Money Questions Target-date funds, Roth conversions, ETFs and diversification dangers. You asked, and dozens of pros answered.
Financial Advisor January 2012	Frontline News Advisors who want to recruit Gen X and Gen Y members as clients should look to the children of their existing clients who are in or near retirement.
Financial Planning September 1, 2009 Paul Menchaca	Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income.
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
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. 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.
Registered Rep. June 1, 2012 Kevin McKinley	Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement.
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.
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.
Registered Rep. November 1, 2004 Chris O'Leary	The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments.
Financial Planning September 1, 2008 David E. Adler	Tackling the Spend-Down The message that retirees with 401(k)s will have to make a decision about how to structure their assets in retirement to avoid running out of money is loud, but not clear.
The Motley Fool September 23, 2009 Dan Caplinger	The Advice Older Investors Have Been Waiting For By considering a combination of these and other strategies, you can dig yourself out of whatever hole you're in and find a way to stay comfortable in your retirement.
Financial Planning October 1, 2006 Suzanne McGee	Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt?
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 Planning November 1, 2008 Jeanne Lee & Marion Asnes	Markets Under Siege Now that familiar Wall Street landmarks are gone, advisors are trying to determine what the new, brutal market environment will mean for their businesses, what may happen next and how it might affect their client relationships.
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.
BusinessWeek February 7, 2005 Ellen Hoffman	Annuities: Don't Believe The Hype Many of the tax benefits of variable annuities no longer exist, but the hard sell continues
Financial Planning February 1, 2007 Donald Jay Korn	New-Wave Annuities From reduced-risk participation in the stock market to longevity insurance, financial planners have an expanding array of annuities to meet client needs.
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 Planning November 1, 2010 Ed Slott	Just Do It Many clients are still sitting precariously on the fence, trying to decide whether a 2010 Roth conversion makes sense.
Financial Advisor November 2011 Eric Rasmussen	Withdraw, Don't Retreat Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die.
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 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 September 1, 2010 David E. Adler	Slices of Time Time segmentation for retirement planning does offer distinct advantages such as telling investors where their income is coming from, what their assets levels are and need to be, and how their goals and lifestyle may have to change.
Financial Advisor December 2011 Somnath Basu	The VIX Fix Where in the past there was a sense of sanity, today each morning brings only apprehensions about how to understand and manage market volatility.
Financial Planning October 1, 2010 Donald Jay Korn	A Bigger Slice Of all the challenges that the fund industry has faced and still faces, a stagnant stock market may be the most serious.
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.
Financial Advisor February 2007 Tracey Longo	Variable Annuities Get Sales Boost Do you really want to get your clients' attention as they prepare for retirement? Talk to them about variable annuities.
On Wall Street February 1, 2010 Elizabeth Wine	Variable Annuities Are Down but Not Out Variable annuities had a tough 2008 and 2009 like everybody else.
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.
BusinessWeek May 8, 2006 Toddi Gutner	Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy.
Financial Advisor April 2007 Eric Rasmussen	Switching From Offense To Defense Financial planners look at the critical zone in the five years before and after retirement.
Financial Planning February 1, 2005 Donald Jay Korn	All Fixed Up? Low returns have dampened the demand for fixed annuities, but will the aging of America spur sales of fixed annuities?
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 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.
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.
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, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
Financial Planning January 1, 2012 Charles Farrell	Retirement by Design Helping investors live off their wealth is a very different business from helping them build wealth. But managing retirement income is something every advisor needs to learn how to do -- and soon.
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.
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 November 1, 2008 Donald Jay Korn	ETFs After the Fall The impact of the equities market shocks in September and October on ETF asset accumulation isn't yet known; and what the impact of the change in the general investment climate this fall will be on ETFs is anybody's guess.