Best of AdvisorOne: Top 5 Retirement Planning Articles

The top stories in January on the latest trends and strategies for producing steady income in retirement

In case you missed them the first time around, or would like to review them at your leisure, these are the most widely read stories on AdvisorOne.com for the month of January that focused on where and how to find retirement income for clients:

Best of AdvisorOne: Retirement Income

The top stories in January on the latest trends and strategies for producing steady income in retirement.

Top Story #1:

Specific ERISA Fiduciary Standard Lacking: Don Trone

By Don Trone

On Jan. 22, 2011, the SEC officially released its long-awaited study on the appropriate standard of care for investment advisers and broker-dealers. But Don Trone wonders about ERISA and the fiduciary standard?

 

Top Story #2:

Tax Alert: IRA Direct Contributions to Charities for 2010

By Kathleen McBride, AdvisorOne

Donating up to $100,000 to charities from IRA accounts was an attractive option for certain investors in 2009, but the rule permitting such qualified charitable distributions (QCDs) expired at the end of 2009, leaving investors to wonder if they would be part of tax legislation in 2010, retroactively. IRA investors must take annual required minimum distributions (RMDs) once they reach 70-1/2 years of age.

Top Story #3:

Clients and the New Higher Deductibility Limits for LTC Insurance

By Rosanne Roge, R.W. Roge & Co. | The Gerontologist

The planning implications of the new IRS guidelines on long-term care insurance.

 

 

Top Story #4:

IRS Rules Renew Interest in Cash Balance Pension Plans

By John Sullivan, AdvisorOne

Uncertainty surrounding plans ‘virtually eliminated,’ says Towers Watson.

 

 

Top Story #5:

Video: Behavior in Retirement—The Good, the Bad and the Just Plain Ugly

By John Sullivan, AdvisorOne

Author Susan Hirshman and advisor Michelle Smith tell Investment Advisor and AdvisorOne’s John Sullivan about the retirement red flags to watch out for—and how to handle them once they arise.

Reprints Discuss this story
This is where the comments go.