TITLE

A Year in Planning: What Was 'All the Rage' in 2010?

AUTHOR(S)
Nelson, Christina
PUB. DATE
December 2010
SOURCE
Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, Special section p7
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article focuses on the evaluation of issues concerning the status of financial planning in 2010 in the U.S. It stresses that most of the financial advisers are reassessing their strategies including asset allocations, withdrawal policies, and increase usage of investment vehicles. It highlights issues concerning long-term financial planning including the debate on active or passive management and the conversion of Roth Individual Retirement Account (IRA) from the traditional IRA.
ACCESSION #
55781789

 

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