retirement product

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  Investing for a Lifetime With Life-Cycle Investing

  By Jane Wollman Rusoff  |  April 29, 2013

  A decade ago, Paula H. Hogan had one of those incredible a-ha moments. It was profound, with deep implications for the advisor’s business—perhaps even for the entire financial services industry.

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  Altering of 401(k) Tax Incentives Alarms Retirement Industry

  By Danielle Andrus, AdvisorOne  |  March 25, 2013

  With so many people covered by 401(k)s, it’s clear that the impact of changes to their tax treatment could be substantial.

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  Taxes, Social Security Weigh on Boomers’ Retirement Planning

  By Danielle Andrus, AdvisorOne  |  March 18, 2013

  More than half of middle-income boomers said they would save less for retirement if income taxes rose, according to the Insured Retirement Institute.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  Insurance Trounces Retirement in Small-Business Benefit Offerings

  By Danielle Andrus, AdvisorOne  |  January 29, 2013

  A little over half of small businesses offer insurance or retirement benefits to their employees, according to research released Monday by LIMRA.

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  Marital Status Is ‘Significant Factor’ in Women’s Retirement Confidence: IRI

  By Danielle Andrus, AdvisorOne  |  September 27, 2011

  A report from the Insured Retirement Institute found that boomer women’s confidence in retirement planning was significantly influenced by their marital status.