Income Planning

[1]  137 138

FIxed Annuities Set Sales Records


U.S. fixed annuity sales are soaring and even variable annuities didn't take as big of a hit as the S&P 500, according to reports on first quarter sales of annuities. 

Steady Eddy Annuity Bets


The economic downturn is driving interest in fixed annuities.

New Study Shows 24% Decline In Retirement Plan Assets


Retirement plans have lost nearly a quarter of their value in this economic crisis, according to a new study.

Fixed Annuity Sales Zoomed In Q3


Sales of fixed annuities in the U.S. jumped 54% in the third quarter from the year-earlier period...

Pension Tension

Pension plans remain a force in the nation's retirement income landscape, but they're taking a hit like most other  ... 

Tackling Longevity Risk

by Mary Rowland

Wouldn't it be nice if we could use 401(k) money to buy annuities with pretax dollars?


Fidelity Offers Dual Business Platform Financial planners who handle both fee and commission business will have a new platform to integrate their work...


Clients Ticked Off At Their Advisors The economic and investing hard times that began last summer have taken a toll on the collective psyche of...

Sweet Deal

by Tracey Longo

High-income individuals soon will be able to convert traditional IRAs and 401(k) plans to Roth IRAs.

Great Expectations

by Marla Brill

One-stop retirement income funds raise interest, spark debate.

Income For Life? Well, We Hope So.

by William Glasgall

A look at new products that are supposed to create "personal pensions" for your clients.

The New Retirement Wave

by William Glasgall

Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs.

Income Alternatives

by Eric Uhlfelder

Preferred stocks are some of the best sources of income that many investors don't know about.

Seeking Yield


Investors want dividends, but U.S. companies are holding too much cash.

Looking For Certainty

by Alan Lavine

Plan sponsors add income replacement funds to meet a demand for simplifying 401(k) choices.


MassMutual Expands Retirement Income Focus MassMutual Financial Group created MassMutual Retirement Income (MMRI) for the retail...

[1]  137 138