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Financial Advisor May 2012 Bill Bengen	How Much Is Enough? The father of the 4 1/2% rule for retirement portfolio withdrawals analyzes its past, present and future performance.
Financial Planning July 1, 2008 Bob Veres	Market-Based Withdrawals A new report takes the discussion of sustainable withdrawal rates into an entirely new realm, quantifying what retirees will have to live on when they begin drawing down their portfolios, and offering a promising method for keeping that number reasonable, safe and generous.
Registered Rep. October 7, 2011 Stan Luxenburg	Managing Retirement Account Withdrawals in Volatile Markets Retirees have long struggled with a difficult question: How much can you spend each year without going broke? To answer that question in difficult markets, advisors have developed a variety of flexible strategies.
Financial Advisor October 2005 Gregory Bresiger	Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio.
Financial Advisor October 2011 Evan Simonoff	Taking De-Risking Too Far? A 10% allocation to equities only makes sense for a retiree with a short time horizon.
BusinessWeek July 3, 2008 Lynn O'Shaughnessy	Spending Safely Advisers now concede that fluctuating conditions make rigid formulas for drawing down savings unrealistic.
Financial Planning May 1, 2010 Donna Mitchell	The Analyst William P. Bengen's work created a whole new financial planning subject-retirement income planning, now at the top of the industry's agenda.
The Motley Fool July 21, 2009 Dan Caplinger	The Right Investments for Your Retirement Set up a portfolio that will last throughout your golden years.
Financial Advisor March 2005 Jeff Schlegel	Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates?
Financial Advisor October 2006 Mary Rowland	The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning.
Financial Planning April 1, 2011 Temma Ehrenfeld	Outliving Your Money In a new study, T. Rowe Price draws this lesson from the last dismal decade: Retirees need to cut spending for about three years after bear markets.
Financial Planning July 1, 2012 Don Schreiber Jr.	The Big Idea: Rising Payouts Advisors are faced with the daunting task of trying to help investors overcome losses and rebuild sufficient capital to meet their retirement income needs.
Financial Advisor February 2011 Somnath Basu	Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks."
Financial Advisor April 2007 Eric Rasmussen	Switching From Offense To Defense Financial planners look at the critical zone in the five years before and after retirement.
On Wall Street October 1, 2011 Don Schreiber, Jr.	The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk.
Investment Advisor April 2006 Melanie Waddell	Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world.
Financial Advisor July 2011 Dan Moisand	Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets.
The Motley Fool August 10, 2006 Robert Brokamp	Protect Your Retirement From Inflation A retirement plan that doesn't account for inflation is like a house infested with termites. So how does a retiree prop up his purchasing power? By investing in blue-chip, dividend-paying stocks.
Investment Advisor November 2006 Savita Iyer	Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey.
Financial Planning May 1, 2010 Donald Jay Korn	Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time.
Financial Advisor April 2009 David J. Drucker	Dodging The Bullet Not everyone's clients were hurt by the 2008 market collapse. Talking to three advisors who dodged the bullet, we might learn some lessons to help us do a better job of protecting our clients the next time around.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc.
The Motley Fool September 13, 2006 Chuck Saletta	Will You Outlive Your Money? To make the most out of your golden years, you need to have plans in place that assure your money lasts at least as long as you do.
Financial Planning December 1, 2009 Dan Moisand	Under My Rule of Thumb The withdrawal rate attempts to answer the question, How much money can a client spend in retirement without fear of running out of money? The 4% rule of thumb doesn't seem to always apply anymore.
Financial Advisor July 2005 Dan Moisand	No Easy Answers Retirement withdrawal rates remain the subject of much debate for financial advisors and clients alike.
Financial Advisor July 2011 David J. Drucker	Dodging The Bullet--A Follow-Up Three advisors who protected clients from the 2008 market meltdown talk about what has happened in their clients' portfolios since then.
Financial Advisor August 2010 Andrew Gluck	Gloom Remains Pervasive Muddling along is many advisors' most optimistic scenario.
The Motley Fool November 9, 2009 Dan Caplinger	You Really Need This in Your Portfolio Retirees shouldn't give up on stocks.
Investment Advisor March 2009 Melanie Waddell	Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.
Financial Advisor March 2005 Evan Simonoff	Editor's Note The task of generating an income stream that a retiree can survive on without draining all their assets grows more challenging each year.
Financial Planning April 1, 2005 O'Toole & Steiny	Rain or Shine Your ability to react to shifting market cycles will set you apart. By educating your clients and building an adaptable investment management strategy now, you'll be well prepared for the good times--and the bad.
The Motley Fool June 3, 2004	Investing Retirement Money Learn how to invest your retirement dollars in relatively "safe" ways.
Financial Planning October 2, 2007 Elizabeth O'Brien	White Paper - A Balancing Act When constructing a retirement income solution, advisors must weigh subjective factors such as the client's individual risk tolerance and the desire to leave assets to heirs.
Registered Rep. February 8, 2013 Mark Miller	What's a Safe Withdrawal Rate in Retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number.
The Motley Fool November 30, 2009 Amanda B. Kish	Is the Government Manipulating Inflation Data? Inflation may actually be worse than the government would lead us to believe. Even investors who are currently in retirement need a hefty dose of stocks to keep up with inflation.
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
Financial Planning May 1, 2007 Bob Veres	Taking on Retirement The latest thinking on how to serve clients in their retirement years ranges from customized distribution formulas to post-retirement career planning.
Investment Advisor January 2007 Ivanova & Kahler	The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.
Financial Advisor June 2005 Dorothy Hinchcliff	The Retirement Boom The 2005 Financial Advisor Retirement Planning Symposium hears of scenarios and solutions for the coming boomer retirees.
The Motley Fool March 24, 2008 Todd Wenning	What's Killing Your Retirement For retirees and those approaching retirement, the state of the market must be terrifying. Read on for one way to maintain your asset base during a market storm.
The Motley Fool March 23, 2004 Dayana Yochim	Avoid Inflation Deflation So how do you figure out how big of a drag inflation will be in retirement? Don't leave it to chance: Incorporate inflation into your calculations.
Financial Advisor February 2012 Ben Mattlin	Making The Money Last How can advisors convince baby boomers to live within their means so they have enough for retirement?
The Motley Fool February 8, 2007 Robert Brokamp	Save Another $100 for Retirement? Can socking away another hundred bucks today lead to tens of thousands of dollars tomorrow?
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
Financial Planning January 1, 2007 Marshall Eckblad	5 Questions A short interview with Edmond Walters, CEO of eMoney Advisors, about new ways in which advisory firms are serving clients in retirement.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Financial Advisor October 2012 Roy Diliberto	Cash Flow In Retirement Clients take a different view than advisors.
Financial Planning September 1, 2008 Stephen Savage	Anatomy of a Recovery Let's look at performance history to analyze how past market downturns have played out and, more specifically, the ultimate impacts of different levels of decline.
Financial Advisor November 2012 Ben Mattlin	The 4% Solution Is it still a feasible retirement withdrawal strategy?
Financial Advisor January 2005 Gregory Bresiger	Rewritting The Rules Many older Americans don't plan to retire-either because they want to, or have to stay working. It's expected that many baby boomers are going to need financial planning and advice, but not the kind that their grandparents and parents did.