Retirement Planning - FA Magazine

Retirement Planning

Pension-Style Investing Limits Individuals

Thursday, 02 September 2010
Many advisors are still taking their cues from pensions funds and endowments, even as losses in the recent financial crisis prompt these institutions to reshape their strategies.

Study: Boomer Retirement Plans Hold Steady

Tuesday, 31 August 2010
Baby boomers have remained steadfast in their retirement planning despite the nation’s economic troubles, according to a new survey.

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Advisors Press Business-Owner Clients To Update Valuations

Friday, 27 August 2010
Some financial advisors are pressing business-owning clients to get up-to-date valuations of their business in order to adjust their retirement and estate plans accordingly

What Experts Are Doing With Their Own Roth IRAs

Wednesday, 18 August 2010
Is it finally time to convert a traditional individual retirement account to a Roth? And if so, how should you do it?

Another Threat To Economy: Boomers Cutting Back

Wednesday, 18 August 2010
For America's baby boomers, the longer it takes for the economy to recover, the less money they'll have to spend in retirement. Also, older workers are finding it harder to get jobs.

Retiree-Benefits Battles Get Fierce

Wednesday, 18 August 2010
Linda Roberts thought she would have lifetime health benefits after years working for Visteon Corp. But the company won approval to terminate them, just months after she was diagnosed with cancer.

Boomers Redefining What People ‘Need’

Monday, 09 August 2010
For many baby boomers, things like vacations, an Internet connection and pets are basic needs, not wants, says a new survey. But how might those attitudes affect their retirement plans?

When Trusts Meet Retirement Accounts

Thursday, 05 August 2010
Many clients want to control how quickly their children can draw down the retirement accounts they inherit, but setting up trusts can sometimes be a complicated and risky process.

ETFs Shunned By Many 401(k) Plans

Wednesday, 04 August 2010
The investing world's current darlings, ETFs, get no love from 401(k) plans. Many advisors say the problem is simple: ETFs just aren't a good match for 401(k)s.

A Good Fit

By Alan Lavine, August 2010 issue
Immediate annuities fit well in retirement income plans.

Affluent Investors Feel Unprepared For Life Emergencies

Wednesday, 28 July 2010
Financial advisors should take a look at clients' liquidity and borrowing power, now that the financial crisis has investors more wary, a Merrill Lynch study found.

Not Just A ‘Mancession’

Wednesday, 28 July 2010
Although it was reported that more men than women lost jobs by early 2009, there's no doubt women felt the pain of The Great Recession, too. A study shows many more women expect to work longer.

Advisors Win $2 Million Award From NRP

Monday, 26 July 2010
Two financial advisors won $2 million in arbitration from a retirement-plan advisory firm they left Merrill Lynch to join in 2008, only to be let go the following year.

Boehner, Others Say Fix Social Security By Raising Retirement Age

Wednesday, 21 July 2010
The time has come for the nation to face some facts and, according to Republican Rep. John Boehner, the House minority leader, that means fixing Social Security by hiking the retirement age.

Social Security Benefit Considerations

By Fred Livingston - Wednesday, 21 July 2010
Most people are confused about the many variables and calculations that affect how much money they will receive from Social Security and when. But if your clients make the wrong choice it can mean losing tens of thousands.

The Psychology Of Retirement Planning

Wednesday, 21 July 2010
Decoding your clients’ financial behavior can be challenging. Here's some advice.

Retirement May Mean A Lifestyle Downgrade

Monday, 19 July 2010
If your clients are baby boomers, the odds are high they'll exhaust their retirement savings after ten or 20 years of retirement, according to a new report.

Survey Message To Investors: Get Real!

Thursday, 15 July 2010
Many investors hold conflicting views that envision single-digit equity returns while maintaining the ability to meet their long-term financial goals, says a study by Allianz Global Investors.

Gulf Of Uncertainty For Advisors

Wednesday, 07 July 2010
Financial advisors in Louisiana are taking a wait-and-see approach as the Gulf of Mexico oil spill continues unabated.

Roth IRA Conversions And College Planning

By Troy Onink and Bernard Whalen - Tuesday, 06 July 2010
Additional income resulting from a Roth conversion may lower financial aid eligibility and impact use of a federal tax credit for education.


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Social Security Benefit Considerations

Most people are confused about the many variables and calculations that affect how much money they will receive from Social Security and when. But if your clients make the wrong choice it can mean losing tens of thousands.

The Psychology Of Retirement Planning

Decoding your clients’ financial behavior can be challenging. Here's some advice.

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