Retirement Planning

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RETIREMENT PLANNING MAY 14, 2013
Retirement Income Summit 2013 - Income is the missing piece in retirement income planning

Clients often unaware how much savings are needed to generate sufficient cash

By Jeff Benjamin
RETIREMENT PLANNING MAY 14, 2013
<font color=red>Retirement Income Summit 2013</font> Why the 4 percent rule shouldn't be a rule

By Jeff Benjamin
RETIREMENT PLANNING MAY 14, 2013
Top tweets from IN's Retirement Income Summit 2013

InvestmentNews' Retirement Income Summit 2013 is under way in Chicago. We've pulled together the most intriguing tweets from Day 1.

By Andrew Leigh
RETIREMENT PLANNING MAY 14, 2013
IPA sets valuation guidelines

By Bruce Kelly
RETIREMENT PLANNING MAY 14, 2013
The magic withdrawal number in a low-interest-rate retirement? You'll be surprised

2.8% the magic number, new study finds

By Darla Mercado
RETIREMENT PLANNING MAY 14, 2013
Nontraded REIT rules roiled by appraisal issue

By Bruce Kelly
RETIREMENT PLANNING MAY 13, 2013
EBRI's Fronstin: The real cost of retiree health care

By John Goff
RETIREMENT PLANNING MAY 13, 2013
Life insurance as income tool

Policies with built-up cash value are popular vehicles for covering expenses in retirement

By Darla Mercado
RETIREMENT PLANNING MAY 13, 2013
Sometimes, cash now is better than more cash later

By Mary Beth Franklin
RETIREMENT PLANNING MAY 13, 2013
Tackling online accounts for Social Security a pain

The Social Security Administration last year stopped mailing annual estimated-benefit statements to workers 25 and older, a service it began in 1999

By Mary Beth Franklin
RETIREMENT PLANNING MAY 12, 2013
In Washington, policy proposals target retirement plans

Rethinking incentives for saving in tax-deferred accounts

By Mark Schoeff Jr.
EQUITIES MAY 12, 2013
Two diverging paths to income

Two advisers, two approaches to building wealth while preserving the nest egg

By Jeff Benjamin
RETIREMENT PLANNING MAY 12, 2013
Tax risk: Trust gains have additional levy

Experts are just getting their arms around a little-publicized wrinkle in the 2012 law.

By Darla Mercado
RETIREMENT PLANNING MAY 12, 2013
Social Security face-off: Analyzer vs. Explorer

Testing two software tools that calculate benefits and help users' wargame claiming strategies

By Janowski Davis
RETIREMENT PLANNING MAY 12, 2013
Variable annuities adjust

May updates show the industry is still struggling with historic low rates.

By Darla Mercado
RETIREMENT PLANNING MAY 12, 2013
Flexibility key to retirement planning

A safe withdrawal rate changes with market conditions and the lifestyle goals of the client

By David B. Loeper
RETIREMENT PLANNING MAY 12, 2013
Jackson thrived in 1Q

By Darla Mercado
RETIREMENT PLANNING MAY 08, 2013
Death of stretch IRAs would boost life insurance

Tax benefits come to the fore if inherited retirement accounts get the ax

By Darla Mercado
RETIREMENT PLANNING MAY 08, 2013
Alzheimer's epidemic puts advisers — and their practices — at risk

The number of Alzheimer's sufferers in the U.S. is expected to triple by 2050. Mary Beth Franklin warns that the coming epidemic puts advisers -- and their practices -- at serious risk.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 08, 2013
Diagnosis favorable for health care

By Liz Skinner