Holiday Cheer

Forget doom-and-gloom. Recent research suggests that the Crash of 2008 will not prevent most Boomers from retiring as planned.

Marshmallows and Social Security

Should US retirees delay claiming Social Security until age 70, even if they have to spend savings until then? The Center for Retirement Research at Boston College proposes that strategy as a default option in retirement plans.

How to Choose an Annuity Issuer

Shopping for an annuity, like shopping for a car, involves questions about the manufacturer of the product. Do their products perform as expected? Will service quality be high? Are they likely to stay in business? We show you where to look for answers.

Time to Put Benjamins Back in the Sock Drawer?

At the LIMRA annual conference in Boston earlier this week, MIT economist James Poterba described how low interest rates make saving for retirement more of a challenge.

It’s Reigning Buckets

Envestnet's new PlanHorizon income distribution method resembles other 'bucket methods' like IFLM and RetireSense, but also integrates the bucket method into the firm's full-service investment and administrative platform for independent advisors.

Nuances of Insurance Wholesaling Revealed

Agents prefer different business practices depending on their years in the industry and whether they're captive or independent, a Mintel survey shows.

IRI Says It’s “Time to Feel Free” Again

With its first-ever web video, the Insured Retirement Institute says as much about its own post-NAVA makeover as it does about the hipness of guaranteed retirement income. The one-minute effort to get Boomers thinking about retirement is intended for viral dissemination.