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.
Traditional IRA vs. Roth IRA: What’s Best? Pt. 2—The Details
By Mike PattonSome readers questioned my assumptions when I found that a traditional IRA can be more beneficial than a Roth.
April 07, 2016
Consumers ‘Crave Trust,’ Concerned DOL Fiduciary Rule Won’t Provide ItInvestors dont believe the government can be trusted any more than financial professionals, Hearts & Wallets found.
April 07, 2016
Older Voters Demand Leadership on Social Security From Next President: AARP PollEighty-two percent of voters 50 and older in an AARP survey said a basic threshold for presidential leadership was having a plan for Social Security.
April 07, 2016
Helping a New Generation of Women Get Control of Their FinancesPlanner Patricia Allen uses her "Life by Design" program to talk frankly with her female clients about meshing their financial goals and personal values.
April 06, 2016
Wade Pfau: Retirees Should Consider Reverse MortgagesUsing reverse mortgages strategically can help improve clients retirement sustainability and build a larger legacy to leave their heirs, the American College professor says.
April 06, 2016
Lawsuits Won’t Stop DOL Fiduciary Rule, Perez SaysOpponents to the rule are on the "wrong side of history," said Labor Secretary Thomas Perez.
April 06, 2016
How the DOL Fiduciary Rule Will (and Won’t) Affect RIAsAn early look at the final rule suggests a lesser impact, though compliance caution is still warranted.
April 06, 2016
Perez: Final DOL Fiduciary Rule Includes Big Changes to Deadlines, BICEWe listened, we learned, we adjusted, Labor Secretary Thomas Perez said, and youll find that in the final rule.