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.
Republican-Led Social Security Bill Would Raise Taxes. Yes, You Read That Right.
By Nick ThorntonThe S.O.S. Act contains provisions disliked by Democrats and Republicans. Policy experts have received it warmly
July 26, 2016
Best Age to Start Claiming Social Security? It's Really a GambleAll you have to do is Google the phrase When is the best age to take Social Security? and youll get endless advice on the perfect timing for taking Social Security, even though not one single advice-giver knows anything about you.
July 26, 2016
Retirement Outlook Improves 'Somewhat' as Workers Embrace Auto-Features: SurveyRetirement savers are more optimistic about how much theyve saved, but inertia and competing demands keep them from saving more, a J.P. Morgan survey says.
July 26, 2016
Annuities as an RMD Answer: Navigating Potential PitfallsThere are valid reasons for an annuity-within-an-IRA strategy, but a poorly executed annuity purchase strategy can cause unnecessary expenses.
July 25, 2016
Top Portfolio Products: ARK Launches 3D Printing ETFThe PRNT ETF tracks the Total 3D-Printing Index, which includes 40 stocks in 3D printing and related businesses such as computer-aided design.
July 25, 2016
How to Comply With IRA Comp Rules Under DOL FiduciaryAdvisors beware: Its a prohibited transaction for tax-qualified, ERISA-governed retirement plans, including IRAs, to pay more than reasonable compensation to the plans service providers.
July 22, 2016
How to Save Retired Clients Thousands in Medicare CostsWealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
July 22, 2016
Investors Are Getting Ripped Off on Index Fund Fees, Lawsuits SayNew York Life employees allege that its MainStay S&P 500 index fund in their 401(k) has much higher fees than comparable index funds.