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.
Annuities Are Neither Good nor Bad — as Long as Clients Come First
By Laurence GreenbergWeve been following for years the debate around whether variable annuities are a key part of retirement planning.
November 04, 2015
Why Ken Fisher Is Wrong on Annuities: Milevsky, FinkeIn a recent ThinkAdvisor interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.
November 04, 2015
3 Big Pension Changes in the Budget BillThe Bipartisan Budget Act of 2015 has significant implications for pension plan sponsors, according to Jon Waite of SEI Institutional.
November 04, 2015
Treasury Officially Launches myRA Retirement Savings ProgramRetirement savers with no plan at work can now save three ways through myRA retirement accounts.
November 02, 2015
A Bug in the System: What Volkswagen Can Teach Us About D&O InsuranceUnderstanding the supply chain of a business is becoming more vital for insurers.
November 02, 2015
How to Enroll in — and Pay for — MedicareHealth insurance is confusing enough, but once you turn 65, introducing Medicare to the mix adds another layer of confusion.
November 02, 2015
Older Parents Squeezed Between Paying for College, RetirementTheres no workaround when it comes to paying for kids education and getting ready for retirement.
November 02, 2015
Managing the Variables in a Variable Annuity ExchangeA variable annuity exchange is typically tax-free but hidden risks exist, and watch for the DOL fiduciary rules take on VA sales.