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.
Labor Nominee Vows to Toe Trump Fiduciary Line
By Melanie WaddellCriteria set out in Trump order really regulates and determines the Department of Labors approach to the fiduciary rule, R. Alexander Acosta told senators.
March 22, 2017
Qualified Longevity Annuity Contracts and Retirement PlanningThe experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.
March 20, 2017
The Surprise Tax Hit for Post-Medicare HSA ContributionsMany clients are unaware of the complications that arise with respect to HSAs once they become eligible for Medicare, and penalties can be steep.
March 20, 2017
Top 20 Companies for Annuity Sales: 2016Variable annuity sales hit their lowest level since 1998, but fixed annuity sales were a relative bright spot.
March 17, 2017
Advising Clients on Social Security: Talking Points, Part 2This installment will discuss more advanced topics, like explaining Social Security retirement income eligibility, and COLAs.
March 17, 2017
401(k) Savers May Have to Fund Trump’s Corporate Tax CutSome retirement experts predict that preferential tax treatment will be changed to offset revenue losses if corporate rate is cut.
March 17, 2017
FINRA Plays ‘Gotcha’ With Brokers, Short-Changes Investors: Hester PeirceThe former nominee for SEC commissioner tells ThinkAdvisor why the SEC is a better regulator than FINRA and what's wrong with Dodd-Frank.
March 16, 2017
Advising Clients on Social Security: Talking Points, Part 1This five-part series will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance.