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.
John Bogle: SEC Should ‘Step Up’ and Issue a Fiduciary Rule
By Melanie WaddellBogle said he couldnt imagine an advisor acting as a fiduciary to clients on retirement and failing to do so on other investment advice.
October 27, 2016
Raymond James, Ameriprise Keeping Commissions in Retirement AccountsThe two BDs, which have nearly 17,000 advisors, wont relent to DOL fiduciary rule, insisting that investor choice is paramount.
October 27, 2016
Most Advisors Confused on DOL Rule’s Impact: Galvin PollA majority incorrectly believes that, despite their work with retirement accounts, the new fiduciary standard wont impact them.
October 27, 2016
DOL Releases FAQs on Fiduciary RuleFirst round of FAQs answers 34 questions on new exemptions and amendments to existing exemptions.
October 27, 2016
The Next 10 Years Will Be Ugly for Your 401(k)We expect about a 5% return on our investments; a Research Affiliates report tells us we should start getting used to disappointment.
October 26, 2016
On the Ballot: Key State and Local Tax ProposalsIn several states, Election Day will mean more than choosing a president, it will involve voting on initiatives to increase state or local taxes.
October 25, 2016
Dodging a Pro-Rata Tax Debacle on IRA TransactionsIgnoring the pro-rata rule on retirement plan distributions can turn a nontaxable transaction into one that generates a big tax bill.
October 25, 2016
DOL’s Borzi: First Fiduciary Rule FAQs to Focus on BICEFirst wave of FAQs due out very soon will answer a couple dozen questions on the rules exemptions, including BICE, Phyllis Borzi said.