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.
Pass-Through Tax Planning to Boost New QBI Deduction Value
By William H. Byrnes and Robert BloinkNot all business owners who have qualified business income are treated equally—meaning that higher income clients who own service businesses may need to engage new strategies.
April 05, 2018
13 Big Fund Firms to Report Active Share to All Investors After NY ProbeNew York's attorney general says the change can help investors since the DOL fiduciary rule is no longer being enforced for retirement savings.
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