fiduciary fitness March – April 2012

Encouraging Annuitization

Government debuts lifetime income initiatives

Reported by

Marcia S. Wagner

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Data & Research

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Several recent studies show that although many pre-retirees show interest in income products, far fewer invest in them.

Data & Research

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The study found that financial planning improved spending confidence.

Compliance

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As the measure awaits the president’s signature, Social Security trustees have shared potential responses to the program’s solvency crisis.