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.
Reducing RMDs’ Tax Impact by Using NUA Tax Break
By William H. Byrnes, Robert BloinkTo reduce potential future tax burdens of RMDs, an often-overlooked net unrealized appreciation strategy may benefit younger clients.
November 27, 2017
DOL Officially Delays Start of Fiduciary RuleDuring the 18-month extension, Labor will decide whether to propose changes to fiduciary rule.
November 27, 2017
Senate Could Vote on Tax Bill as Early as This ThursdayTrump signals he will be involved in final push; CBO hasn't scored bill yet; some Republican Senators are balking at impact on the nation's debt.
November 26, 2017
GOP Tax Reform’s Big Winners and Losers: Andy FriedmanAs it stands now, the House has passed its version of the tax reform bill, with a Senate vote expected the week of Nov. 27.
November 22, 2017
Serving and Retaining Mass-Affluent Female ClientsHow can you serve your client's needs and help them meet their retirement goals even when their partners have different priorities?
November 21, 2017
CFPB Fines Citibank for Misleading Student-Loan PracticesThe bureau ordered Citibank to end its illegal practices and pay $6.5 million in redress and fines.
November 21, 2017
10 Most Tax-Friendly States for Retirees: 2017You cant always judge a retirement place by its weather, although low taxes in some northern states may warm a retirees heart.
November 20, 2017
13 Best & Worst Broker-Dealers: Q3 Earnings, 2017Most, but not all, large financial firms with broker-dealer operations reported positive results for the quarter.