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.
Stretch Veterans’ Long-Term Care Savings With an A&A Pension
By Danielle AndrusAdvisors serving veterans with extended LTC needs may want to consider an immediate annuity to help them qualify for a supplemental pension through the VA.
February 28, 2017
Democrats and Republicans Alike Worry About Retirement SecurityA majority of Americans say pensions are better for retirement security than 401(k) plans, NIRS found in a survey.
February 27, 2017
The Almost ESOP Small-Business Succession StrategyAn ESOP alternative using a modified DB plan structure may provide a viable option for small-business owners trying to transition the company (and minimize taxes).
February 27, 2017
For Self-Employed Workers, Retirement Is FlexibleSelf-employed Americans value flexibility in their work and are looking for that same quality in their retirement, according to a study.
February 27, 2017
Most Long-Term Care Insurance Claims Are for Home CareLTCI is not "nursing home insurance," says AALTCI's Jesse Slome.
February 27, 2017
IRI Focuses on Worker Access to Retirement Savings PlansThe retirement income trade group will focus on expanding workers access to retirement planning and saving opportunities in 2017.
February 27, 2017
Most Middle-Income Boomers Feel Unprepared for Retirement: SurveyJust 31% of middle-income boomers feel prepared for retirement now compared to 41% before the financial crisis, according to a Bankers Life survey.
February 24, 2017
How Do US Retirees Compare to Global Counterparts?A Vanguard report looks at retirement attitudes in four countries.