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.
How to Handle Changes to Social Security Claiming Rules
By Michael D. Thomas, J.D.An explainer of the recent changes to Social Security affecting two popular strategies: "file and suspend" and restricted application.
December 16, 2015
DOL Fiduciary Rule Survives ‘Best Opportunity’ to Kill ItWhile the spending bill does not include riders to stop the DOL rule, the fight isn't over, supporters and opponents say.
December 15, 2015
Munnell Report Rattles DC vs. DB Plan Debate on Investing, FeesA white paper co-authored by Alicia Munnell questions the conventional wisdom about DC plan participants versus DB plan participants on investing skills and fees.
December 15, 2015
30 Best Big 401(k) Plans in 2015: BrightScopeThere have been some shifts in the rankings since last year, and nine new honorees have made the list.
December 14, 2015
An Advisor’s Year-End To-Do List, Pt. 1: RMDs and HarvestingAs 2015 nears its end, these two action items should be on every advisors list.
December 14, 2015
Indexed Annuity Providers’ Latest Twist: Uncapped Index CreditingCarriers have tinkered with the uncapped index crediting method to allow for greater market participation as indexed annuities appeal has dimmed.
December 11, 2015
Social Security Changes: What Advisors Need to KnowNow is the time to meet with clients and formulate a plan before a window of opportunity closes on April 30.
December 11, 2015
Pension Advisors, Be Careful With ESG InvestingA Cerulli report urges advisors to consider legal ramifications of making investment decisions based on nonfinancial goals.