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.
How to Sell Fixed Indexed Annuities Under DOL Fiduciary Rule
By William H. Byrnes, Robert BloinkSales even recommendations of fixed indexed annuity products makes an advisor subject to the new fiduciary rule.
May 18, 2016
5 Shocking Facts About Retirement Health Care CostsHealth care costs will eat up most or all of retirees Social Security income, HealthViews annual report finds.
May 18, 2016
DC Plans Seek to Boost Results by Thinking Like PensionsDC plan sponsors are adopting best practices of defined benefit plans as a way to increase the efficiency of their plans, according to BNY Mellon.
May 16, 2016
Kotlikoff: Congress Took a ‘Meat Cleaver’ to Social Security Claiming RulesLaurence Kotlikoff tells ThinkAdvisor about gotchas in the new rules beyond ending file-and-suspend and points out a loophole that could give some couples $120,000.
May 16, 2016
When Clients Divorce: Avoiding the Retirement Income TrapRetirement income plannings complications are magnified by divorce. A qualified domestic relations order (QDRO) is often a necessity.
May 13, 2016
Why So Many Americans Work Past 65, in 4 ChartsAlmost 20% of Americans 65 and older are now working, the highest level since before Medicare was enacted. But why?
May 13, 2016
The Rich Have You Beat in Retirement, TooThe U.S. retirement landscape is starting to look like a Charles Dickens novel.
May 12, 2016
11 Best & Worst Broker-Dealers: Q1 Earnings, 2016Results for financial firms were generally the same: bad, with one standout.