Retirement Income - FA Magazine

Retirement Income

Thursday, 25 February 2010
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Should Clients Take Less Now So Kids Get More Later?

Monday, 22 February 2010
Buying an annuity confronts families with a dilemma: Should a parent take smaller monthly payments so that their surviving spouse or children can get some sort of inheritance?

More stories below

Click Here

Click Here

How Fees Affect Your Clients' 401(k) Plans

Thursday, 18 February 2010
The kind of 401(k) plan that a client has can make a difference in how well-positioned she is for retirement.

Managing Retirement Income: Part II

By Jack Gardner - Wednesday, 17 February 2010
Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

Staggering Immediate Annuity Purchases May Benefit Clients

Wednesday, 17 February 2010
Immediate annuities, under certain circumstances, may be right for a part of some retirees' nest eggs.

Fidelity: 401(k)s Grew 28% in '09

Wednesday, 17 February 2010
Average 401(k) account balances held with Fidelity Investments went up 28% last year, allowing many workers to recoup much of their losses from 2008, according to the company.

Even The Rich Worry About Social Security

Tuesday, 16 February 2010
Even high-net-worth investors are turning more often to their financial advisors for help with a benefit generally associated with the less affluent: Social Security.

The Roth Puzzle

By Andrew Gluck, February 2010 issue
New tools may help advisors determine whether a Roth conversion makes sense.

Obama's Retirement Savings Plans Aren't Enough

Thursday, 28 January 2010
Good, but not enough. That's how academics and advisors characterize President Barack Obama's plans to help Americans save more for retirement.

Americans Insecure About Retirement, Surveys Say

Wednesday, 27 January 2010
Two new surveys indicate American workers are feeling less secure about the course of their retirements.

12 Traps With Roth IRA Conversions

Monday, 25 January 2010
Roth conversions can trigger unintended tax traps and financial problems that are not being addressed in the mounds of 2010 Roth conversion information.

Career Job, Interrupted

Wednesday, 20 January 2010
Remember the days when most guys were employed by one company most of their lives? According to a report, the romantic notion of a career job never existed—and that fact impacts retirement.

Managing Retirement Income: Part I

By Jack Gardner - Wednesday, 20 January 2010
Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.

Changes Coming To U.S. Retirement System

Tuesday, 19 January 2010
The financial crisis dealt a huge blow to U.S. retirement savers' 401(k) accounts and now lawmakers and others are pushing for new retirement-plan rules and policies.

Wealthy Weigh Retirement Goals

Tuesday, 19 January 2010
Wealthy Americans are re-evaulating their attitudes toward retirement and many are more actively planning for the lifestyle they want in their later years, according to a new report.

Advisor Seeks Support For Annuity

Wednesday, 30 December 2009
An advisor speaks out about an annuity that he thinks is underused but makes sense for clients entering retirement and worrying about stock-market volatility.

Retirement: It's Back To Basics For Many

By Bruce W. Fraser - Monday, 14 December 2009
Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.

A Model Portfolio

Thursday, 10 December 2009
A prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.

Managing Social Security Benefits

By Mitchell Kauffman - Monday, 07 December 2009
A financial advisor suggests six areas to consider when helping clients decide when to take Social Security benefits.

Which Way Is Up?

By Eric Rasmussen, December 2009 issue
Conflicting signs make it hard to embrace the idea that the recession is over. Yet some investment sectors are starting to perk up.


«StartPrev123Next End»
Page 1 of 3

Blogs

Evan Simonoff's
FA Blog

Dorothy's blog Dorothy
Hinchcliff's
FA green Blog

Cha rlie Stroller’s
Smart Spender
Blog

Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

When the IRS Comes Auditing

Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.

More Online Extras
Click here for all the Online Extras Articles