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.
529 College Plans and Taxes: The Basics and Then Some
By William H. Byrnes, Robert BloinkFind out how to decipher the basic IRS rules, though for IRS that means complicated, for 529 college savings plans.
August 08, 2017
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 2Clients will need to undertake a paradigm shift in thinking, redesigning their portfolios to produce predictable income in the new normal.
August 08, 2017
IRA Rollover Traps Lurk Under DOL Fiduciary RuleAdvisors must proceed with caution when discussing a clients existing retirement assets to comply with the rule or avoid its application entirely.
August 08, 2017
Cash Balance Plans Gaining GroundSmall-business owners are driving a continuing increase in the adoption of cash balance retirement plans, Kravitz reports.
August 07, 2017
Middle-Income Boomers Face ‘New Retirement’Two-thirds of boomers say they have not personally benefited from any economic recovery since 2007, Bankers Life finds.
August 04, 2017
Don’t Think Retirement Plans Are Safe From Tax ReformThe tax break on contributions to qualified retirement plans is still an attractive source of revenue to an administration needing a win on tax reform.
August 03, 2017
Isn’t It Really a Longevity Crisis?What we call the retirement crisis is actually the much larger problem of not being prepared to live longer.
August 01, 2017
Managing Medicare: Tips and Tricks to Minimize CostsPostretirement health care costs can be huge, but there are steps that can be taken to reduce the cost of Medicare coverage.