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Jan 1, 2007 12:00 PM
Keep Up With Your Clients
Baby boomers are hunkering down for retirement. They are putting computer to spreadsheet, as it were, and running asset and cash flow projections, with frequent stops in Monte Carlo. And — after they factor in commonly suggested assumptions about longevity, investment returns, portfolio withdrawal rates, income taxes and health-care costs — even the well-to-do are becominE. anxious.
This is because they're finding that one component of their retirement picture is conspicuously absent: a substantial and dependable stream of income that they can't outlive — period. So, many of these clients are turning to annuities to generate an income stream. They are also turning to cash value life insurance to help them maximize other expected sources of cash flow for their golden years.
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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