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Financial Planning August 1, 2013 Ilana Polyak	New Rules for Asset Location Taxable account or tax-deferred? Where clients investments are housed can be vital to total returns, but beware the pitfalls.
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 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.
Financial Advisor October 2011 Roy Diliberto	Rules Of Dumb Some advisors use rules that dumb down our profession.
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 Advisor October 2012 Roy Diliberto	Cash Flow In Retirement Clients take a different view than advisors.
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.
Financial Planning June 1, 2007 David E. Adler	Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return.
Financial Planning October 1, 2013 Allan S. Roth	Tell Clients: Time to Pay Off the Mortgage The move could offer a simple way to cut risk and boost returns, but many advisors don t see it that way. Here's why they should.
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 October 2008 Roy Diliberto	The Dynamic Process Of Monitoring Goals It is our job -- no it is our obligation -- as planners to help our clients achieve their goals and dreams. That may involve changing our portfolios and the way we report results.
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 April 1, 2012 Donald Jay Korn	Bracket Blues About 30 years ago, all Social Security benefits were tax-free. That's history, but there are still many ways planners can crack the tax code and save money for seniors and disabled clients.
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 Advisor May 2011 Joel P. Bruckenstein	Income Discovery Fiducioso Advisors helps build better 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.
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 June 2005 Joel P. Bruckenstein	A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve.
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
Financial Advisor October 2010 Roy Diliberto	Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.
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 February 1, 2013 Ilana Polyak	15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients.
Financial Planning May 1, 2008 Jay Korn	Withdrawal Methods Issuers of variable annuities usually include language such as "regular income for life" or "annuity payment stream" when describing these products to clients. The promise of income is a big attraction. So why do so few VA owners put it into action?
Financial Planning September 1, 2007 Joseph A. Tomlinson	Live Long and Prosper How can you help clients balance their asset needs with longer life expectancies? Longevity insurance may do the trick.
Financial Planning January 1, 2011 Craig L. Israelsen	Measuring Stick It's worth the effort to calculate the performance of a mutual fund under different investing assumptions.
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 Jerome S. Golden	Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
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 November 2003 Tracey Longo	Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
Financial Advisor June 2007 William P. Bengen	Portfolio Tides Here is how to orchestrate your financial advisory clients' retirement withdrawal plans.
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. 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 September 2010 Carty & Carty	Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims.
Financial Advisor October 2009 Joel P. Bruckenstein	Doing The Math Technology tools can help make Roth conversions easier.
On Wall Street July 1, 2010	Five Questions With Mark Spina Spina leads sales, business development, relationship management, training and service teams covering broker-dealers, banks and RIAs. Here he speaks about the important issues between advisors and clients.
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.
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.
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, 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.
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. 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.
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?
Registered Rep. May 1, 2006 Kevin McKinley	Savvy Start Advisors are gradually shifting their focus from helping their clients make money to spending it. What's driving the shift? The knowledge that many of their best customers are winding down their careers and want to enjoy the fruits of their labor.
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 2012 Ben Mattlin	Making The Money Last How can advisors convince baby boomers to live within their means so they have enough for retirement?
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 September 1, 2006 Donald Jay Korn	TIPSy-Turvy With inflation on the rise, why are Treasury inflation-protected securities heading south? To understand why TIPS can be so volatile, planners should know how they work.
Financial Planning April 1, 2012 Ann Marsh	Opportunistic Retirement Investing It's what every planner wants - bullet-proof retirement strategies for clients who can then remain calm through the worst volatility.