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.
Advanced Retirement Planning: Avoiding the Post 70 ½ RMDs
By Robert Bloink, William H. ByrnesClients can avoid taking RMDs by working past 70 , but the rules are extremely specific and planning is necessary to avoid the tax hit.
April 01, 2016
Retirement Plan Reviews Fail to Focus on What’s Important: MassMutualA study of employers that sponsor retirement plans also shows that reviews of 401(k)s and similar retirement plans should be more frequent.
April 01, 2016
DOL Fiduciary Rule Likely Coming WednesdayLawyer Steve Saxon hopes DOL will talk to the industry soon so that folks can get guidance on some critical questions.
March 31, 2016
Sen. Warren Calls for SEC Inquiry on Firms' DOL Fiduciary Double TalkFinancial companies may have violated securities laws with contradictory statements to lawmakers and investors, Sen. Elizabeth Warren says.
March 29, 2016
9 Social Security Myths Worth BustingRetirement advisor Michael Lonier discusses misconceptions about Social Security and flawed thinking on the best time to take benefits.
March 29, 2016
More Workers Prefer Higher Wages Over Better Health Benefits: EBRITheres a trend growing of workers preferring fewer health care benefits in return for higher wages, according to a March paper from EBRI.
March 28, 2016
How Financial Wellness Drives Better Retirement and Tax DecisionsRetirement plan advisors don't typically spend the majority of their time focusing on taxes for participants.
March 28, 2016
Annuities’ Alphabet Soup: Choosing the Best OptionCase studies demystify the merits of SPIAs, DIAs and GMWBs.