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.
Advising Clients on Social Security: Talking Points, Part 4
By Marc KinerIn this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
March 22, 2017
Labor Nominee Vows to Toe Trump Fiduciary LineCriteria 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
Two in Five Americans Say They’ll Need $1M to RetireA new survey finds our expectations at odds with the financial reality of todays retirees.
March 22, 2017
Trump Education Department Now Allows Big Collection Fees on Defaulted College LoansThe new guidance affects loans from lending institutions made before the feds took over the student loan program in July 2010.
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.