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.
Why imagination makes you a better advisor
By Adam CufrThe right imagery can turn a skeptic into a believer in minutes.
October 29, 2015
Servicemembers Like Their Pension System but Support ReformWhile two-thirds of career servicemembers support plans to add defined-contribution elements to their retirement system, most prefer the current system for themselves, a survey found.
October 28, 2015
Popular Social Security Claiming Strategy Gutted in Budget BillThe changes to Social Security spousal benefits will be "devastating," Kotlikoff said.
October 28, 2015
The Inherited Roth Rollover: How to Avoid Unpleasant SurprisesThe rules on rolling over inherited retirement funds into an inherited Roth IRA are complicated, lawyers Robert Bloink and William Byrnes warn.
October 27, 2015
401(k) vs. Pension: Which Is Better?Here is a look at 4 stakeholder views on the question of 401(k)s efficacy, or inadequacy, in preparing the country for retirement.
October 27, 2015
8 Huge Financial Meltdowns by Major League Baseball PlayersPoor investments, scam artists and just plain old profligate spending are pitfalls some players cant avoid.
October 27, 2015
Bill to Stop DOL Fiduciary Rule Passes HouseThe House passed by a 245-186 vote Rep. Ann Wagners bill to stop DOL from moving forward on its fiduciary rule.
October 25, 2015
College Planning: 7 Steps to Filing the FAFSAFAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.