Income Alternatives Industry

News

Group Urges Emergency Increase To Social Security Benefits

The emergency increase would help ease the burden of rising food and energy costs for retirees, says RetireSafe, a Virginia-based group.

Lincoln Financial and Morningstar Launch 401(k) Advice Option

The new offering enhances Morningstar’s guidance, which is available to Lincoln Alliance and Lincoln SmartFuture retirement programs.

EISI Upgrades Retirement Planning Software

The NaviPlan Standard upgrade is currently available, to be followed by the Profiles upgrades in July 2008.

Correction Regarding “Income For Life Model”

An article in the July 2008 issue of Retirement Income Reporter incorrectly described the Income for Life Model planning software from Wealth2K.

Baron Funds Launches Retirement Income Fund

The Baron Retirement Income Fund will resemble an endowment and pay a minimum distribution of 4% of net assets per share each year.

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Articles

The Inherited (Stretch) IRA and The Inherited (Stretch) Annuity

U.S. retirement assets reached $16.4 trillion in 2006, and part of that money will be 'in motion' as individuals leave current employers and retire.

Think Big, Start Small, Scale Fast'

Several big financial services companies have created in-house retirement task forces, but few have made a more aggressive or concerted effort in that direction than Lincoln Financial Group.

Safety, Liquidity and Upside Potential

A 156-year-old private club located near the corner of Fifth Avenue and 60th Street in Manhattan that last May was the site of a one-day symposium on structured products hosted by Financial Research Corp.

He Gives New Meaning To 'Old Money'

Cutler is one of the pillars of a relatively new discipline known as financial gerontology, working as a teacher, editor and policy expert in the field since the 1970s.

No Guarantees For Guaranteed Income

BOSTON-Retirement income planners, along with mutual and insurance fund executives, are wracking their brains to come up with new products that are low cost, easy to use and easy to sell. So far, that is the $70 trillion-dollar question for which no one looking at the rollover potential of the Baby Boomer market has been able to come up with the answer.

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