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.
3 Things You Need to Know About Investment Income and Deductions
By Tax Facts OnlineAs part of ThinkAdvisors Special Report on tax planning, weve partnered with ALM sister service, Tax Facts Online, to take a deeper dive into tax issues in a convenient Q&A format.
February 26, 2016
How Advisors Can Protect Lawyers’ Retirement Funds From a CrashSome lawyers have an uncomplicated retirement plan ... Keep working, one lawyer says. But advisors have other ideas to help protect their nest eggs.
February 26, 2016
Could Lifesaving Health Care Be Financed Like a Home Purchase?The professors proposing the health care loan concept say it's "a market-based solution" to get patients needed medication. But they admit the idea is "distasteful."
February 25, 2016
Modernized Military Pensions Could Be 18% Lower for New RecruitsServicemembers who enter the military after Jan. 1, 2018, may receive retirement payouts as much as 18% lower than current servicemembers', according to First Command.
February 25, 2016
DOL Fiduciary Rule Will Force Brokers Out, Ex-SEC IM Director SaysImposing a DOL ERISA fiduciary duty on brokers will drive advice out of that space, former SEC investment management chief Norm Champ said.
February 24, 2016
Debt of Older Americans Surges: New York FedDebt among older Americans more than doubled between 2003 and 2015, even as it shrunk among younger people, a New York Fed report shows.
February 24, 2016
Senator Blasts DOL for Ignoring SEC’s Fiduciary Rule ConcernsBut, consumer advocate Barbara Roper says, if Sen. Ron Johnson, R-Wis., and his committee went looking for a smoking gun, they failed to find it.
February 23, 2016
3 Big Holes in DOL Fiduciary Proposal, ICI SaysOn one-year anniversary of Obama endorsement of the proposal, ICI sends letter to the OMB about DOLs justification for the rule.