Retirement Income - FA Magazine

Retirement Income

By Andrew Gluck, February 2010 issue
New tools may help advisors determine whether a Roth conversion makes sense.

Obama's Retirement Savings Plans Aren't Enough

Thursday, 28 January 2010
Good, but not enough. That's how academics and advisors characterize President Barack Obama's plans to help Americans save more for retirement.

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Americans Insecure About Retirement, Surveys Say

Wednesday, 27 January 2010
Two new surveys indicate American workers are feeling less secure about the course of their retirements.

12 Traps With Roth IRA Conversions

Monday, 25 January 2010
Roth conversions can trigger unintended tax traps and financial problems that are not being addressed in the mounds of 2010 Roth conversion information.

Career Job, Interrupted

Wednesday, 20 January 2010
Remember the days when most guys were employed by one company most of their lives? According to a report, the romantic notion of a career job never existed—and that fact impacts retirement.

Managing Retirement Income

By Jack Gardner - Wednesday, 20 January 2010
Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.

Changes Coming To U.S. Retirement System

Tuesday, 19 January 2010
The financial crisis dealt a huge blow to U.S. retirement savers' 401(k) accounts and now lawmakers and others are pushing for new retirement-plan rules and policies.

Wealthy Weigh Retirement Goals

Tuesday, 19 January 2010
Wealthy Americans are re-evaulating their attitudes toward retirement and many are more actively planning for the lifestyle they want in their later years, according to a new report.

Advisor Seeks Support For Annuity

Wednesday, 30 December 2009
An advisor speaks out about an annuity that he thinks is underused but makes sense for clients entering retirement and worrying about stock-market volatility.

Retirement: It's Back To Basics For Many

By Bruce W. Fraser - Monday, 14 December 2009
Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.

A Model Portfolio

Thursday, 10 December 2009
A prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.

Managing Social Security Benefits

By Mitchell Kauffman - Monday, 07 December 2009
A financial advisor suggests six areas to consider when helping clients decide when to take Social Security benefits.

Which Way Is Up?

By Eric Rasmussen, December 2009 issue
Conflicting signs make it hard to embrace the idea that the recession is over. Yet some investment sectors are starting to perk up.

A New Game

By Karen DeMasters, December 2009 issue
Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.

You Make The Call

By Eric L. Reiner, November 2009 issue
The decision to go Roth is anything but clear.

Debt Levels Rise For Retirees, Near-Retirees

Tuesday, 13 October 2009
Just when they need it least, a growing number of people at or near retirement are experiencing higher debt levels.

Cashing In On Cash Flow

By Michelle Knight, October 2009 issue
Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields.

Consumers Lack Financial Plans, Survey Says

Friday, 25 September 2009
Planning for retirement remains a top concern for many Americans, but that hasn’t resulted in a greater reliance on financial planners, according to a new survey.

Two Pension Groups Unite

Tuesday, 22 September 2009
Two national pension organizations announced plans to combine operations, while at the same time keeping their individual identities.

Annuities For The Middle Class?

Tuesday, 22 September 2009
Given the widespread fear in the Great Recession, it’s no surprise annuity sales have skyrocketed over the last year.


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