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.
12 Key Factors for Blended Families in IRAs, Qualified Retirement Plans
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Martin M. Shenkman, Ed MorrowSometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
August 22, 2017
How Far Does $1 Million Go in Retirement?From Mississippi to California to Hawaii, heres the purchasing power, state by state.
August 21, 2017
New York Cracks Down on Student Loan Fraud, AbuseAttorney General Eric Schneiderman has announced a three-pronged approach designed to end abuses and get compensation for victims.
August 19, 2017
Why Most US Pension Plans Will Shaft Their ParticipantsThe world is already facing a $427 trillion retirement savings shortfall.
August 18, 2017
Bill With Fiduciary Rule Ban, ACA Defunding Nears House FloorOne provision in H.R. 3354 would ban use of plan fees to keep the public exchange system going.
August 18, 2017
Public Pensions Are a Good Deal for Taxpayers, Group ArguesDismantling public pensions would be costly and short sighted, the National Conference on Public Employee Retirement Systems asserts.
August 18, 2017
Spousal Consent Rules and Marriage ContractsWith respect to ERISA-qualified plans, spouses have certain rights that cannot be taken away without their advance written consent.
August 17, 2017
When Should Small Businesses Convert SEPs to 401(k)s?Some small business owners may have started out with a SEP IRA for convenience, but circumstances change.