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.
To Attract Students, Colleges Offering Loan Debt Insurance
By Danielle AndrusA student loan debt insurance program may help advisors and their clients with college-age kids narrow down their list of ideal schools.
October 20, 2016
L Bonds: The High-Yield Alternative Asset You Probably Never Heard OfGWG Holdings L bonds are yielding 5.5%-8.5% for maturities from two to five years, but the bonds are unrated and illiquid.
October 19, 2016
6 Companies With the Best Retirement PlansThese companies offer their employees a chance at a good retirement, in ways that range from pension plans to generous matching 401(k) contributions.
October 18, 2016
Tiny Social Security COLA to Pinch Seniors as Medicare Costs SurgePayments could rise just $5 a month in 17 versus the $150 seniors have lost with low inflation, says one group.
October 17, 2016
Top Portfolio Products: A Whiskey and Spirits ETF; Target Date App for DC PlansWSKY invests in global companies that earn much or some of their revenue from the production of alcoholic beverages.
October 14, 2016
For Pre-Retirees Delaying Social Security Benefits, New Tools May Help Fill IncomeLifeYield enhances its Social Security Advantage platform to help advisors replace income when clients delay Social Security benefits.
October 13, 2016
Half of Americans ‘Very’ Confident in Meeting Retirement Goals: SSGARetirement savers confidence remained stable in 2016 after a big jump in 2015, an SSGA retirement survey found.
October 13, 2016
Coordinate Retirement Withdrawal Strategies to Generate Most IncomeAdvisors can raise the bar on Social Security advice by coordinating clients account withdrawals and claiming strategies.