Study Suggests Link Between Planner Retirement Advice and Client Lifestyle Changes

Guyton, Jonathan
December 2011
Journal of Financial Planning;Dec2011, Vol. 24 Issue 12, p28
Academic Journal
The article discusses the results of the 2011 retirement income study of the Financial Planning Association (FPA). According to the findings of the study, planners who use the systematic withdrawal methodology for retirement income generation have outnumbered other approaches. It says that instead of a product-based approach, planners prefer one that is process-based for retirement income planning. It adds that the study revealed the association between the history, money relationship, and values of a planner and the advice being given on distribution and retirement planning.


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