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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 April 2010 Eric Rasmussen |
Seeking Redemption Managed payout funds stumbled in their debut, but mutual fund companies still think there's a place for them.  |
Financial Advisor January 2008 Marla Brill |
Great Expectations The latest version of retirement income funds from Fidelity and Vanguard mark the mutual fund industry's most ambitious effort yet to remove much of the decision-making associated with retirement investment and distribution planning.  |
The Motley Fool July 23, 2010 Dan Caplinger |
The Better Way to Make Your Portfolio Pay Managed payout funds sound good for retirees, but watch out for drawdowns.  |
Financial Advisor August 2010 Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans.  |
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 September 1, 2008 Stacy Schultz |
Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing.  |
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.  |
Registered Rep. October 1, 2006 Stan Luxenberg |
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur.  |
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, 2009 Dave Lindorff |
Annuity Ladders People facing retirement want guaranteed income, and they also want liquidity, so purchasing annuities over a period of time, even into retirement, makes sense.  |
Investment Advisor November 2007 |
News & Products Second wave of products help address the retirement income conundrum... Fidelity Investments has unveiled a group of retirement income products... etc.  |
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?  |
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 May 2010 Alan Lavine |
Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework.  |
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.  |
Registered Rep. April 15, 2014 Alan Lavine |
Rethinking the Need for Immediate Annuities With today's low interest rates, immediate annuities may serve as a good proxy for bonds in older clients' investment portfolios.  |
Financial Advisor February 2005 Tracey Longo |
Guarantees Spur Income Variable Annuities Sales Burgeoning investor interest in guaranteeing some part of their retirement income, especially in this era of diminishing pensions, is spurring more companies to develop a host of new variable products and features.  |
Registered Rep. May 18, 2010 Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow.  |
Registered Rep. November 1, 2004 Stan Luxenberg |
The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity.  |
On Wall Street January 1, 2012 John Diehl |
Lifting The Cloud Over Annuities Anyone who sells annuities knows two things to be true: annuities can deliver significant value to clients and they are also one of the most misunderstood financial products on the market.  |
Financial Advisor November 2011 Alan Lavine |
Finding A Floor Annuities gain traction in a world of low returns.  |
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 Advisor January 2009 Marla Brill |
Failure To Launch Advisors have little or no leeway to adjust positions in needs-based or all-in-one investment vehicles, such as 529 plans and target funds, and make changes when the market is melting down.  |
The Motley Fool August 11, 2010 Selena Maranjian |
Don't Count on This Retirement Cure-All Annuities might not be right for your retirement.  |
The Motley Fool February 18, 2011 Dan Caplinger |
Are Variable Annuities Right for You? Variable annuity sales are way up, but are they a smart move?  |
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 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 April 1, 2005 Jerome S. Golden |
Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix.  |
On Wall Street December 1, 2008 William Harding |
Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.  |
Financial Advisor September 2007 Alan Lavine |
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem.  |
Financial Advisor May 2008 Tracey Longo |
Living Long, Living Well A handful of insurers and advisors have been touting "longevity insurance" for several years now -- an income annuity-based product they hoped would catch fire with retirees frightened of going broke.  |
Registered Rep. September 17, 2012 Alan Lavine |
Insuring Income You'd like to insure at least part of your client's income for life. But do you choose a variable annuity with a guaranteed lifetime withdrawal benefit? Or an immediate annuity?  |
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 Planning February 1, 2008 Donald Jay Korn |
Immediate Gratification New studies show that Immediate annuities add both income and stability to a retirement portfolio.  |
The Motley Fool September 15, 2010 Dan Caplinger |
This Investment Won't Save Your Retirement Annuities can't work if you don't have the money to buy them.  |
The Motley Fool October 9, 2009 Dan Caplinger |
This Much-Hated Investment Could Actually Help You Few investments inspire such devotion and scorn as annuities.  |
Financial Advisor July 2011 Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors.  |
Financial Advisor October 2006 Mary Rowland |
The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning.  |
Investment Advisor December 2009 James J. Green |
Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium.  |
The Motley Fool July 25, 2007 Buz Livingston |
Beware of Brokers Bearing Annuities Be careful, be very careful, when listening to sales pitches from insurance agents promoting retirement planning. Big commissions and poor performance can cost you.  |
The Motley Fool November 6, 2009 Selena Maranjian |
Will These Investments Beat Immediate Annuities? Annuities have a mixed reputation, but one variety -- immediate annuities -- have been steadily growing. Does their increasingly popularity make them right for you, or are there better ways to build a secure retirement income stream?  |
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.  |
The Motley Fool July 23, 2004 Roy Lewis |
How Retirement Pays Off How do you plan to withdraw your retirement funds?  |
Registered Rep. August 1, 2004 Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.  |
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  |
The Motley Fool September 19, 2006 Zoe Van Schyndel |
Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals.  |
Financial Advisor June 2007 Thomas Scott |
What An Airline Crash Taught Me About Retirement Planning It doesn't take a catastrophic crash to cause significant injuries, in an airliner or in a retirement plan. As advisors, how can we best assure our clients will have an adequate income stream for their lifetimes?  |
On Wall Street November 1, 2008 Elizabeth Wine |
Seeking Unsexy Annuities Annuities have received a bad rap of late for their high fees and confusing contracts. But as other investments tank, clients are once again looking for guaranteed income streams from their portfolios.  |
Investment Advisor October 2010 Victor Connor |
Annuities: A Better Answer Than Social Security The biggest fear of all retirees is running out of money before they run out of life.  |