| Current Retirement Plans Articles |
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Registered Rep. May 9, 2012 Lauren Barack |
Saving Retirement with an Avatar Three studies from Stanford University, the last in 2010, showed college students who were virtually aged by about 45 years put away more money into a hypothetical retirement account than students who didn't get to meet their older selves.  |
Registered Rep. May 4, 2012 Diana Britton |
Another Case for Annuities in 401(K) Plans? Cognitive Impairment Annuities would reduce the investor's need to manage a portfolio, something that's difficult to do in old age, Harvard economist David Laibson argues.  |
Financial Advisor May 2012 Bill Bengen |
How Much Is Enough? The father of the 4 1/2% rule for retirement portfolio withdrawals analyzes its past, present and future performance.  |
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 May 2012 Joel P. Bruckenstein |
Optimizing Social Security When is the best time to start taking benefits? New software helps answer that question.  |
Financial Advisor May 2012 Michael J. Mcdermott |
Day Of Reckoning Fee-based advisors should benefit when 401(k) participants soon find out the cost of their plans.  |
Financial Advisor May 2012 Evan Simonoff |
Four Percent Of What? Inflation can be just as devastating to a retiree as lousy portfolio returns.  |
Financial Planning May 1, 2012 Bob Veres |
Rethinking Distribution Planning Once we see a flood of new thinking about an aspect of planning, it's only a matter of time before we see a major shift in the way the service is provided.  |
Financial Planning May 1, 2012 Ed Slott |
Newfangled Annuities A new tool has been proposed to help their clients manage the pace of distributions from their retirement accounts and to ease their fears about outliving their life expectancy. In February, the IRS released proposed regulations about the establishment of "qualified longevity annuity contracts."  |
On Wall Street May 1, 2012 John Diehl |
The Retirement Touchstone As an advisor with the ability to assess retirement readiness, you too can help them move toward the future with a greater sense of confidence, security and trust. You can do so by serving as their retirement touchstone.  |
Financial Planning April 1, 2012 Donna Mitchell |
The BIG Fix Familiar as 401(k)s are, planners love to hate them, and they'll readily cite long lists of faults with the plans themselves, as well as the way the $2.8 trillion 401(k) industry operates.  |
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 March 2012 Jim McConville |
Juggling Act -- Saving For Both Retirement And College Financial planners are helping affluent families confront a financial quandary that most families didn't face 30 or 40 years ago: how to plan for both their retirement and their children's college tuition.  |
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