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.
Spousal Consent Rules and Marriage Contracts
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Ed Morrow, Martin M. ShenkmanWith respect to ERISA-qualified plans, spouses have certain rights that cannot be taken away without their advance written consent.
August 15, 2017
Married Women Need Their Own Financial Plan: StudyThe recommendation from the Center for Retirement Research is based on data showing that many women don't stay married.
August 15, 2017
Social Security Working Retirement Tax: Which Spouse’s Earnings Count?Working while claiming Social Security may be common but so are complications, which magnify the advisors role in providing guidance.
August 14, 2017
Understanding Deferred Variable Annuities’ Two PhasesProper handling of the two phases accumulation and distribution is essential for maximizing a deferred VAs impact.
August 14, 2017
Inflation Is Americans’ Top Economic Worry: Allianz LifeThe Allianz Life 2017 Inflation Study finds a majority don't have a plan that addresses the rising cost of living in retirement.
August 14, 2017
Fewer Millennials Thinking About Finances: Navy Federal Credit UnionThe credit union surveyed military and civilian millennials and found both groups may be less financially sound than they think.
August 14, 2017
Saturna Capital Launches Clean Shares for Two Funds: Portfolio ProductsAlso, Carlson Capital Management adds a low-cost DFA Minnesota muni bond fund to its portfolio lineup.
August 14, 2017
2 Key Times to Invest in Actively Managed FundsWhen should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?