Report: Balance clients' assets and liabilities against goals

04/8/2012 | AdvisorOne

Advisers can help clients avoid running out of money in retirement by charting their expected liabilities and assets as well as their longevity risk, according to a Russell Investments report. Creating the funded ratio -- the clients' assets compared with liabilities -- will help clients know whether they are ready to retire or whether they should consider annuities, the report said.

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