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Mary Beth Franklin: Public servants get short end of Social Security stick

May 28, 2013

Over the past few weeks, I've heard from several public sector employees and retirees who are hopping mad about rules that offset the Social Security benefits they earned while working in the private sector before, after or during their government...

All-bond VA from Pru gets tepid reception

May 26, 2013

Prudential Financial Inc.'s latest variable annuity release goes into all-bond territory, a development that is getting a lukewarm reception from broker-dealers and representatives. The insurer unveiled its Prudential Defined Income variable...

Avoid getting undone by the do-over strategy

May 26, 2013

One of the biggest challenges of figuring out when to claim Social Security benefits is determining which strategy would maximize benefits for a client. The second challenge is to keep up with any rule changes that could undo the initial decision....

Coaxing boomers to keep investing

May 26, 2013

The stock market has recovered from the plunge sustained during the financial crisis, but that doesn't mean the confidence of your clients has been fully restored. Some fear lingers when it comes to investing, and chances are, you've seen this...

Mary Beth Franklin: With Social Security, no double dipping allowed

May 22, 2013

I often receive questions from financial advisers who are anxious to maximize their clients—on in some cases, their-own—retirement income through smart Social Security claiming decisions. Unfortunately, the strategies that some of them propose...

Pru's all-bond VA getting lukewarm reception

May 21, 2013

Prudential Financial Inc.'s latest variable annuity release goes into all-bond territory, a development that's getting a lukewarm reception by broker-dealers and reps. The insurer unveiled its Prudential Defined Income variable annuity in February,...

Mary Beth Franklin: Undone by the do-over strategy

May 20, 2013

One of the biggest challenges of figuring out when to claim Social Security benefits is determining which strategy would maximize benefits for a client. The second challenge is to keep up with any rule changes that could undo the initial decision....

Protective protects itself

May 19, 2013

Up-and-coming variable annuity player Protective Life Insurance Co. is taking steps to stem the flow of contract premiums. In a filing last Monday with the Securities and Exchange Commission, Protective said that it no longer will accept any...

Financial insecurity awaits Gen Xers in retirement

May 19, 2013

When the Great Recession hit in 2007, it affected the entire economy, and its pain was felt across the generations. But in the years since, recovery of personal wealth has been uneven. Early boomers — those born from 1946 to 1955 — are on...

Health costs drop, but don't get excited

May 19, 2013

The magic number for health care costs for a 65-year-old couple leaving the workplace this year is $220,000, down from $240,000 last year. In its annual estimate of health care expenses for retirees, Fidelity Investments found a number of factors...

Health coverage may not be client's first priority

May 19, 2013

When it comes to helping clients save for health care costs during retirement, financial advisers need to balance concerns about massive medical costs with a retiree's quality of life, which is no small task. The keynote session at the Retirement...

Retiree health care nut drops by $20k — but hold the parade

May 16, 2013

The magic number for health care costs for a 65-year-old couple leaving the workplace this year is $220,000, down from $240,000 last year. In its annual estimate of health care expenses for retirees, Fidelity Investments found a number of factors...

Coming to Gen-Xers in retirement: Downward mobility

May 16, 2013

When the Great Recession hit in 2007, it affected the entire economy and its pain was felt across the generations. But in the years since, recovery of personal wealth has been uneven. Early boomers — those born from 1946 to 1955 — are on...

Retirement Income Summit 2013 'Income' the missing piece in retirement income planning

May 14, 2013

Financial advisers need to ramp up their discussions with clients about retirement saving and planning, according to a panel of experts speaking yesterday in Chicago at the InvestmentNews Retirement Income Summit (hash tag #RIS2013). “Right...

Retirement Income Summit 2013 Natalie Choate: The best and worst tax strategies

May 14, 2013

Today's tax regime is unforgiving to the wealthy, but there are still plenty of strategies to help mitigate the impact — if you're creative. Tax expert Natalie B. Choate, who is of counsel at Nutter McClennen & Fish LLP, on Monday unveiled...

Retirement Income Summit 2013 Why the 4 percent rule shouldn't be a rule

May 14, 2013

In the debate over whether it is better to base a retirement income withdrawal rate on predictable historical returns or one that focuses on basic retirement needs, it appears that the jury is still out. “Do you want to focus on the probability...

Protective Life pulling in reins on variable annuity flows

May 14, 2013

Up-and-coming variable annuity player Protective Life Insurance Co. is taking steps to stem the flow of contract premiums. In filing yesterday with the Securities and Exchange Commission, Protective said that as of May 20, it no longer will...

It's lump: Massachusetts latest to probe pension advances

May 13, 2013

Massachusetts regulators have jumped into the fray over the sale of pension income streams in exchange for lump sums. Secretary of the Commonwealth William F. Galvin announced today that the Massachusetts securities division has opened an inquiry...

Long-term care planning requires turning focus away from health

May 13, 2013

To make long-term-care planning palatable to clients, advisers need to break through clients' false sense of invulnerability first. Clients get defensive when talking about the possibility that they one day may become incapable of caring for...

Top tweets from IN's Retirement Income Summit 2013

May 13, 2013

InvestmentNews' Retirement Income Summit 2013 is under way. We've collected some of the first day's most salient points as they were tweeted from the floor of the meeting in Chicago, giving you an inside look at what's going on at RIS 2013:...

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