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.
Workers Regret Not Saving More for Retirement: Study
By Michael S. FischerAs a top personal regret, it beat out failing to be a better person or not having better relationships, American Century found.
December 28, 2017
Kentucky Pension Sues Over ‘Black-Box’ Hedge FundsInvestments failed to deliver on any of their promises, the lawsuit alleges.
December 28, 2017
IRS Advice on Property Tax Prepayment Causes Widespread ConfusionGiven the confusion, should taxpayers in high-tax states prepay their local property taxes? Here are three points to consider, according to tax experts.
December 27, 2017
Small Businesses Overpaying for 401(k) Plans: StudyThese 533,000 small plans are overlooked by many trend studies, America's Best 401k says.
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.