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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. mark for My Articles similar articles
Investment Advisor
November 2007
Melanie Waddell
New Options in 401(k)s Immediate annuities and longevity insurance help tackle retirees' income conundrum. mark for My Articles similar articles
On Wall Street
December 1, 2009
Geoffrey Stiff
When Your Client's Retirement Plan Is Washed Away, You Can Rebuild it Investors who are close to retirement are emerging from their storm cellars to assess the damage their retirement portfolios suffered during last year's financial tornados. mark for My Articles similar articles
Investment Advisor
April 2006
Melanie Waddell
The Playing Field: Meeting the Need for Income A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams. Here's a rundown of some of the companies' offerings. mark for My Articles similar articles
The Motley Fool
December 8, 2010
Selena Maranjian
Don't Fall for This False Retirement Promise By taking matters into your own hands, you can build your own comfy retirement through annuities, dividends, or a combination of both. mark for My Articles similar articles
Registered Rep.
June 17, 2014
Alan Lavine
Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating. mark for My Articles similar articles
Registered Rep.
August 12, 2011
Diana Britton
Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future. mark for My Articles similar articles
Investment Advisor
June 2010
Marlene Y. Satter
Insurance Update: Easy Monthly Payments (for Retirement) Nationwide's suggestions for retirement income: annuities in 401(k) plans. mark for My Articles similar articles
Financial Advisor
November 2010
Alan Lavine
New Opportunities With 401(k)s Participants are making asset allocation mistakes, even though most plans offer a good selection of investment options. mark for My Articles similar articles
CFO
December 1, 2010
David M. Katz
The Check Will Be in the Mail Can annuities help ease employees' fears about having enough money in retirement? mark for My Articles similar articles
Knowledge@Wharton
August 27, 2003
How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply. mark for My Articles similar articles
Investment Advisor
July 2008
Melanie Waddell
Drivers of Annuity Sales Assets in annuities will jump to $2.9 trillion by 2012 -- a compound annual growth rate of 7.9% -- sparked by demographic trends and product development that addresses both guaranteed income and principal protection. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
March 2010
Melanie Waddell
Income Initiatives; Social Security President Obama's State of the Union address included a number of retirement savings initiatives that he'd like to see enacted: the automatic IRA, an expanded savers credit, updating 401(k) regulations, as well as using annuities as a way to turn savings into a guaranteed lifetime income. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
December 1, 2012
Richard T. Mason
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning. mark for My Articles similar articles
Financial Advisor
August 2010
Alan Lavine
A Good Fit Immediate annuities fit well in retirement income plans. mark for My Articles similar articles
Financial Advisor
November 2011
Jim Frederick
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. mark for My Articles similar articles
CFO
May 15, 2012
David McCann
Will These Investments Catch On? Why the government's proposals for encouraging "longevity annuities" may not impress many 401(k) plan sponsors. mark for My Articles similar articles
Financial Advisor
September 2012
Alan Lavine
The Price Of Old Age Longevity insurance may appeal to some clients who want guaranteed income late in life. mark for My Articles similar articles
Investment Advisor
March 2010
Melanie Waddell
Cover Story: Custom Job All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress and the Obama Administration. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
February 5, 2009
Amy Feldman
Can an Improved 401(k) Save Your Retirement? Asset managers and insurers are trying to develop a hybrid 401(k), combining guaranteed income and an investment portfolio. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2011
Alan Lavine
Finding A Floor Annuities gain traction in a world of low returns. mark for My Articles similar articles
The Motley Fool
January 2, 2009
Dan Caplinger
How to Never Run Out of Money A relatively new twist on a traditional insurance product promises some relief for those looking to protect themselves from outliving their retirement savings -- but is it the best option for you? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2007
Jeff Schlegel
The Changing Face Of 401(k) Plans The 401(k) plan has become a bedrock of the American retirement account, but its foundation is becoming increasingly fluid with evolving rules, products and attitude shifts that add choices -- and complexities -- for plan participants and their sponsors. mark for My Articles similar articles
Financial Planning
August 1, 2010
Paul Menchaca
Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market. mark for My Articles similar articles
Financial Advisor
February 2006
Tracey Longo
A Push For Lifetime Income Variable annuity providers hope to jump-start their business by selling security to worried baby boomers. mark for My Articles similar articles
Real Estate Portfolio
May/Jun 2001
Jack McAllister
On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks... mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
January 15, 2013
Alan Lavine
Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide. mark for My Articles similar articles
The Motley Fool
August 11, 2010
Selena Maranjian
Don't Count on This Retirement Cure-All Annuities might not be right for your retirement. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
December 22, 2006
Dan Caplinger
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
September 1, 2010
Matthew Leung
Here Today, Here Tomorrow - New Sources Of Income For Retirement It's official. Pensions and social security are no longer viewed as the primary sources of retirement income. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
June 2007
News & Products SEC Chairman Christopher Cox said the SEC's examination of what goes into a 401(k) should be showing "progress" in the next few months... The ICI released a report May 7 revealing that Americans held a record $16.4 trillion in retirement assets... etc. mark for My Articles similar articles
CFO
February 1, 2008
Russ Banham
Exit Strategies How companies can help retiring employees smooth the transition from savers to consumers. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
BusinessWeek
July 2, 2009
Theo Francis
Washington: Reworking Retirement Savings Plans Lawmakers are debating how to protect 401(k)s from from market swings and ensure workers don't outlive their savings. mark for My Articles similar articles
Financial Advisor
July 2011
Gail Liberm
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 20, 2006
Dan Caplinger
Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings. mark for My Articles similar articles
On Wall Street
January 1, 2010
Matthew Leung
Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged. mark for My Articles similar articles