Rethinking Retirement

Features

Sponsored by

  • March of the Boomers Seniors' Moment

    As government projections indicate, in the future more Americans will work into their seventies and beyond.

  • Retiring Rich Isn't As Easy As It Appears

    Retirement products for the wealthy may sound like an oxymoron. But some who serve the high-net-worth world say the issue of making sure they can continue to live the lives they're accustomed to is uppermost in their clients' minds.

  • Seeing Risk Ahead

    Have investors accurately modeled the risks they take? Is that even possible?

  • The Year of the Tortoise

    Savings bonds, often shunned for investments with higher returns, now present a haven for capital in a troubled investing environment.

  • Changes of Plan

    How some advisors are helping retired or soon-to-be-retired boomers rethink their strategies.

  • Moving to a Roth IRA in a Bear Market

    The down market may be a good time to consider changes in your retirement accounts.

  • Retooling Retirement

    A look at some new distribution products.

  • Are IRAs Safe?

    Wherever your clients invest their IRA money, they are no doubt worried about the future of their retirement funds in today's uncertain market environment. Make sure their accounts do not exceed the federal insurance limits, and if they do, help them to move the funds without creating unwanted tax consequences.limits?

  • 2010, A Fund Odyssey

    With 2010 just around the corner, have the first target-date funds adequately protected investors?

  • Target-Date Technique

    Another view on target-date funds: peg their assets to income needs throughout retirement.

  • Care for the Caregivers

    As they care for their growing children and aging parents, boomer women may realize it's time to make sure their own long-term-care needs can be met.

  • Grace Under Pressure

    Turbulent markets mean emotional clients. One of your most important jobs right now is to help them become more resilient.

  • Reducing Retirement Risk

    To address longevity, retirees may want to consider planning for a conservative portfolio early and a more aggressive one later.

  • Spendaholics

    Ed McMahon, the new poster child for retirement planning, is a client we know too well.

  • Shift to Reverse

    New products and experience with tapping home equity may ignite interest in reverse mortgages.