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The Motley Fool
May 9, 2011
Dan Caplinger |
7 Stocks for Scared Investors Even Gen Xers need stocks to retire. But many young investors are scared about investing -- and they're staying away from stocks even in their long-term retirement accounts. They shouldn't.   |
Financial Planning
May 1, 2011
Andrew Rudd |
First and Goal Financial advisors who want to thrive going forward should consider building client retirement portfolios capable of funding each investor's essential retirement goals, regardless of how the markets behave at any given time. |
Financial Planning
May 1, 2011
Donald Jay Korn |
Nice Niche Two product lines in the fixed annuity category set sales records in 2010. Index annuities (up 6%) and immediate annuities (up 2%) both recorded modest increases over 2009, but they did reach the highest levels on record, according to Beacon Research in Evanston, Ill. |
Financial Planning
May 1, 2011
Joseph A. Tomlinson |
Income Choices Retirement income is a growth industry, and the menu of products is expanding fast. Immediate annuities and variable annuities with living benefits are established products, while longevity insurance and standalone living benefits are more recent additions. |
Financial Planning
May 1, 2011
Michael F. Kay |
Beyond Numbers At my firm, we use financial life planning tools as part of our process, and we take the time to understand the client's past, present and future goals for life transitions and retirement. |
The Motley Fool
May 4, 2011
Selena Maranjian |
Income for the Rest of Your Life As you near or enter your golden years, a reliable, sufficient, income stream to live on becomes ever more valuable. Alas, with pensions disappearing, this goal is harder to achieve than it used to be. Here are some options. |
The Motley Fool
May 4, 2011
Dan Caplinger |
Make Money the Easy Way Target retirement funds are back. Now the big question is whether they've fixed their inherent problems -- and whether they'll be safe the next time the market swoons. |
Financial Planning
May 1, 2011
Ed Slott |
Not So Fast Just as 2010 may have been the year of the Roth conversion, 2011 may be the year of the Roth recharacterization. |
On Wall Street
May 1, 2011
Cameron Short |
The Doctor Is In And Needs Retirement Planning The threat of the Bush tax cuts expiring in 2010 prompted many high-net-worth individuals to review their qualified plans to ensure maximum income deferral capabilities. |
On Wall Street
May 1, 2011
Laurence P. Greenberg |
Finding The Right Fit In A Tough Market How can you implement a tactical strategy to help smooth the ride for your clients, while making the move to the tax-efficient frontier? Three different advisors give their take on the benefits of using the power of tax deferral with a more active investing approach. |
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