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.
More Workers Prefer Higher Wages Over Better Health Benefits: EBRI
By Danielle AndrusTheres 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
Where to Invest if Interest Rates Go NegativeThought the Fed's rate hike marked the end of easy money? Think again. Welcome to the Bizarro World of negative interest rate policy (NIRP).
March 28, 2016
How to Address Clients’ 2 Biggest Retirement IssuesThe GAO and the DOL provide help on how much to save for retirement, while the IRS has a better alternative to the 4% rule.
March 25, 2016
Everybody in the (Risk) PoolA CDC, a collective defined contribution plan, functions like a defined-benefit plan except that the employer is no longer on the hook for future liabilities.
March 25, 2016
ICI Tells California to Halt State-Run Retirement PlanThe California Secure Choice Retirement Savings Investment Board has decided unanimously to move forward with the plan, which fund-industry lobbyists oppose.
March 24, 2016
For Servicemembers, Debt Collection Is Top Consumer ComplaintServicemembers are nearly twice as likely as the general population to file a complaint with the CFPB about debt collection issues.
March 24, 2016
Senators Blast CFPB Social Security CalculatorWhen the Consumer Financial Protection Bureau released its Social Security planning tool in November, some took issue with the estimates it provided.
March 24, 2016
4 Tax Questions About Health Savings AccountsWhat should taxpayers know about handling HSAs? ThinkAdvisor's ALM sister service, Tax Facts Online, takes a deeper dive.