Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
Lack of Understanding About Investment Risk Threatens Retirees, Workers
By Marlene SatterOver half of pre-retirees surveyed describe their primary investment strategy as focused on growth.
April 03, 2018
Ibbotson: Can Fixed Indexed Annuities Beat Bonds in Retirement Portfolios?Ibbotson has published a paper showing the effects of substituting FIAs for all or part of a long-term bond allocation.
April 03, 2018
Fidelity Files for No-Fee International Index Fund, Cuts Other FeesThe Flex International Index Fund will be free in 'certain fee-based accounts,' including retirement accounts.
April 01, 2018
Blockchain Can Usher In Community-Driven Retirement PlanningA founder of a blockchain-based retirement planning platform says this is a good time to start.
March 30, 2018
Retirement Plan Assets, Participation Are Growing: EBRIA new EBRI study shows that more families are saving for retirement, and the greater those savings, the higher their net worth.
March 29, 2018
Cryptocurrency Index Fund Offers Shares to IRAsBitwise Asset Management's HOLD 10 Private Index Fund is now available to IRA accounts that are self-directed by accredited investors.
March 29, 2018
Reverse Mortgages Could Be Next Hot Topic in Retirement PlanningWith home equity such an important asset, 'more clients will have questions and this could evolve into the next hot topic as Social Security claiming was several years ago,' says The American College's Pfau
March 28, 2018
Saving for Retirement Lower Priority for Women Than Men: Willis Towers WatsonWomen rank saving for retirement as a lower priority than men, more workers overall expect to work into their 70s, and a majority of younger workers…