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.
Maximizing Clients’ Income Tax Savings: Deducting Your Fee
By Mike PattonFollow this process to decide from which account your fee should be deducted.
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.
February 22, 2016
13 Public Colleges With the Best ROI: Princeton ReviewGraduates of these schools can expect great career prospects and don't have to mortgage their futures to pay for their degrees, The Princeton Review says.