Retirement Planning

Retirement isn’t an event; it’s a lifestyle. Keep up with retirement planning and income management strategies here.

Common Annuity Planning Mistakes
Ayo Mseka
Knowing what they are and how to avoid them will help keep you and your client out of trouble.

Why Income Planning Is Key
John Amann
You need to be in this market to set yourself apart.

To Boomers’ Health
Ron Mastrogiovanni
Accurate projections of health-care costs are critical for your clients’ retirement planning.

Maximizing Your Client’s Pension
Barry J. Dyke
If she is healthy, ask her to buy whole life a few years before she retires.

Planning for the Future
Gregory B. Gagne, ChFC
Your client earns too much to have a Roth IRA? Not for long!

The Pension Protection Act
Peter A. Radloff, J.D., CRC
Discover the many opportunities it offers for annuity sales.

Extreme Rollover Makeover
Bret Bussanmas
Learn how one NAIFA member helped a widowed client transfer her IRA assets and save thousands of dollars in taxes.

IRAs, SIMPLEs or Safe Harbor?
Patrick Ungashick, ChFC, CLU
Find out which retirement plan is best for your business-owner client.

Planning for Retirement
Shelley Kostrunek, CMFC, CRPC, CLTC, ChFC
This task no longer ends when your clients stop working.

Variable Annuities and You
Helen Thompson
During a recent NAIFA EduCall, Dan Strain addressed a wide range of important VA topics. Read this for caveats and marketing tips–and get the lowdown on upcoming NAIFA EduCalls.

The New Face of Retirement
Lisa Wahlgren
Understand what your new role will be as Boomers approach—and redefine—retirement.

Bust for the Boomers?
David F. Woods, CLU, ChFC, LUTCF, NAIFA CEO
What we're learning about Boomers' preparedness for retirement is alarming—and a huge opportunity.

Securing a Happy Retirement
Dave Willis
Whether your clients are late to the game or ahead of the plan, they should adopt a balanced approach to financial planning.

How Much Money Is Enough for Retirement?
Richard Dulisse, CFP
Helping your clients calculate their retirement-income needs is an invaluable service.

Moving to Tibet
David Macchia Sr.
Prepare your clients now for the land of retirement-income distribution.

Retirement Planning With VUL
Ray Trueblood
When used properly, VUL can be an effective supplemental investment tool.

Income-Planning Strategies
Harry N. Stout
VAs help clients prepare for retirement and overcome income-planning obstacles.

The One-Two Punch of the Roth IRA
Gregory B. Gagne, ChFC
It helps retirees reduce pitfalls in the tax code and creates a tax-free legacy.

Who’s Ready Now?
Lucretia DiSanto Jones
Americans need to tighten their belts or face a thin wallet in retirement.