The Proof Is Not in the Pudding
- What You Told Me and Each Other. Green, James J. // Investment Advisor;Nov2012, Vol. 32 Issue 11, p104
The author discusses issues related to the financial services industry in the U.S. He mentions the challenges that financial advisors of all kinds experience in staying informed, in running efficient, and profitable businesses as well as in serving clients. He features the Retirement Income...
- FIRMS NEED HELP IN RETIREMENT INCOME PLANNING. // Practical Accountant;Nov2007, Vol. 40 Issue 11, p12
The article reports on the products and services required by majority of financial planners in the U.S. According to the Financial Planning Association, the services will facilitate discussions regarding retirement income planning with their client. A study entitled, "2007 FPA Financial Planner...
- Under My Rule of Thumb. Moisand, Dan // Financial Planning;Dec2009, Vol. 39 Issue 12, p87
The author comments on the withdrawal rate of assets in the retirement portfolio in the U.S. Several financial analysts concluded that 4% or less than 6% withdrawal rate of assets in the first year of retirement would be safe for clients to prevent losing their money. The author discusses the...
- Income Choices. Tomlinson, Joseph A. // Financial Planning;May2011, Vol. 41 Issue 5, p115
The article provides guidelines to financial planners on how to help clients choose the right retirement income products. An overview of some retirement income products is given, including longevity insurance, immediate annuities and variable annuities. It cites an example to compare the...
- How to Assess Providers of Lifetime Income. Cornfield, Jill // Plan Advisor News;2015, p1
Plan sponsors and advisers should consider the steps that go into a prudent process for selecting a provider if they want to include a lifetime income solution in their plans.
- Don't Overlook Wholesaler Support. Cornfield, Jill // Plan Advisor News;2015, p1
Advisers who encounter some thorny practice problems can turn to a wholesaler, findings of a LIMRA survey suggest.
- UNDERSTANDING CONTRIBUTION LIMITS IN RETIREMENT PLANS. Sherman, W. Richard; Brinker Jr., Thomas M. // Journal of Personal Finance;2007, Vol. 6 Issue 2/3, p49
This article offers a concise analysis of tax-sheltered retirement savings options - a useful resource for both taxpayers and financial advisors. Individual taxpayers will find the information useful as they make choices and become increasingly responsible for funding their own retirement....
- The Magic Number. Korn, Donald Jay // Financial Planning;Apr2005, Vol. 35 Issue 4, p117
Discusses issues concerning the management of retirement assets. Basis of retirement age for financial planners; Factors to be considered by financial advisors in planning retirement finances; Challenges faced by advisors in retirement planning. INSET: The Wealth Gap.
- The Courts Are Watching. KAUTT, GLENN G. // Financial Planning;Jul2013, Vol. 43 Issue 7, p31
The article discusses the important implications for financial advisors of a landmark federal court decision in 2012 on a 401(k) sponsor's mismanagement of a retirement plan. The decision in Tussey v. ABB is extraordinary because it serves as a warning to every advisor operating as an investment...