Results for "Retirement Watch"

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Gazing at the new-product horizon

February 4, 2008

The forces that drove the retirement marketplace in 2007 — the automatic enrollment and default option provisions of the Pension Protection Act of 2006, the aging baby boomers and a focus on the rollover market — will continue to shape product...

Giving a name to that feeling

January 21, 2008

If you have clients of a certain age, you may have noticed they realize that something is different about the five years just before and after retirement. Issues of income adequacy and investment choice suddenly become more important than ever,...

Boosting retirement income

January 7, 2008

While the number of millionaires grows, it's sobering to note how many Americans are not especially wealthy. Consider that 75% of those turning 50 have less than $25,000 in total assets, according to a recent study from the U.S. Census Bureau....

Advances put retirees in the driver's seat

November 19, 2007

In the early days of the automobile, many people found the newfangled invention scary and intimidating. When Teddy Roosevelt took the first presidential ride in a horseless carriage in 1902, newspapers praised him for his "characteristic courage."...

An after-tax approach to allocation

November 5, 2007

I want to make a case for calculating asset allocations in retirement accounts on an after-tax basis. First, consider 55-year-old Peggy, who is single and believes that she will be in the 25% marginal tax rate in retirement. She has $7,500 in...

Using philanthropic-planning strategies

September 24, 2007

The about-to-retire and the already retired have at least two things in common: Both want income they can’t outlive, and both want to leave behind a legacy. By employing philanthropic-planning techniques, a forward-thinking adviser can help...

Retirement security and reality

September 10, 2007

Imagine a TV reality program that follows six American retirees through daily life as they make decisions about how best to manage their retirement savings. That sounds a little less exciting than “Dancing with the Stars,” doesn’t it? But...

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