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.
Kentucky Pension Sues Over ‘Black-Box’ Hedge Funds
By Michael S. FischerInvestments failed to deliver on any of their promises, the lawsuit alleges.
December 27, 2017
New York State May Set Its Own Best-Interest StandardRegulators could build the standard into the existing annuity suitability regulation.
December 22, 2017
Trump Signs $1.5T Tax Cut in First Major Legislative WinSigning had been delayed until Congress passed spending bill; law slashes corporate tax rate to 21% from 35%.
December 21, 2017
These 5 Cities Will Have Biggest COLA Sticker Shock in 2018A GoBankingRates study examined three key economic indicators to determine which cities would experienced the largest rise in cost of living next year.
December 21, 2017
How Tax Reform Could Affect Energy MLPsWhile MLP unitholders will benefit from the new pass-through deduction, the broader implications of the tax law are more complicated.
December 20, 2017
A Stealth Social Security Cut Is Coming in 2018Laurence Kotlikoff and Jane Bryant Quinn talk to ThinkAdvisor about the future of Social Security and Medicare as a premium hike looms.
December 20, 2017
There’s a Hole in the Retirement Bucket StrategyBucket-based retirement savings strategies have numerous flaws that the next bear market will expose.
December 20, 2017
Tax Bill Drops Bomb on Alimony PaymentsThe GOP tax reform bill changes the tax treatment of alimony (or spousal support) payments in one important way.