Charlie Farrell

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  POINT: Rising Dividends for Retirement Income

  By Charlie Farrell  |  October 1, 2011

  The topic of retirement income is on the top of most advisors’ minds these days.

• What's a SPIA really worth?

  By Charlie Farrell  |  April 1, 2008

  When seeking income for retired clients, single premium immediate annuities can look attractive. But upon closer inspection, you may find that they don't offer as...

• Lower tax means higher distributions

  By Charlie Farrell  |  March 1, 2008

  All else being equal, if you can lower your client's effective tax rate in retirement, you are increasing the client's distribution. While advisors spend a...

• Boomers demand more than just account information online

  By Charlie Farrell  |  March 1, 2008

  A significant behavioral shift has occurred among Internet users between 40 and 60 years old. More than 75 percent of Americans in this generation go...