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Roth IRA Conversion Promotions Are All The Rage Online
Many firms have launched engaging online sales campaigns focusing on the Roth IRA conversion opportunities that will be available in 2010.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
DATA CONNECTION
Source: "When to Commence Income Annuities," Jeffrey K. Dellinger, Retirement Income Solutions Enterprise, Inc., 2011
January 6, 2010, Cover Stories
Bridge to Somewhere
"Liability-driven investing for individuals" is how J. Brent Burns, MBA, (left), and Stephen J. Huxley, Ph.D., describe Asset Dedication, which is the name of their bond-laddering methodology, their book and their company.
Brent Burns and Steve Huxley of Asset Dedication, LLC, like to compare their retirement income-generating unified managed account to the Apollo moonshot, an event that most Boomers should have no trouble remembering.
The spacecraft's wobbly moonward path required a lot of course corrections along the way. Similarly, they point out a retirement portfolio won't adhere to a 30-year trajectory without frequent adjustments by an advisor.
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