Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets?
Financial Planning September 1, 2008 Joseph A. Tomlinson
Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate.
Financial Planning September 1, 2008 Martin M Shenkman
New Disclosure Regimen Planners are facing considerable competition from brokers in the arena of retirement plans, and the reality that brokers typically don't work as fiduciaries is a thorn in planners' sides.
Financial Planning September 1, 2008 Blaine Aikin
Tackling the Spend-Down The message that retirees with 401(k)s will have to make a decision about how to structure their assets in retirement to avoid running out of money is loud, but not clear.
Financial Planning September 1, 2008 David E. Adler
Retire Rich If you consider retirement security a measure of wealth, the richest among us may be government workers.
Financial Planning September 1, 2008 Henry K. Hebeler
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