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.
Don’t Use the ‘F-Word’ With 401(k) Investors
By Danielle AndrusInvestors in 401(k)s want advisors who act in their best interest, but the fiduciary concept may be lost on them, Financial Engines says.
October 12, 2015
RMDs From Client IRAs: An Unconventional ESA Funding ToolRequired minimum distributions can seem like a burden to some clients by increasing their tax liability. One solution: funneling RMDs into an education savings account.
October 12, 2015
Millennials Motivated to Plan for Future, but Feel Overwhelmed by OptionsNearly 80% of millennials are struggling to understand their choices for retirement planning, a Lincoln Financial survey found.
October 09, 2015
Top Portfolio Products: New Retirement Products, Tools and Mutual FundsNew retirement tools help employees prepare for their golden years and help advisors tailor portfolios to meet their clients' goals.
October 07, 2015
Impact Investing Returns as Good as S&P 500: WhartonMust impact fund managers sacrifice their funds missions to maximize returns? Thats the question a new paper from the Wharton School seeks to answer.
October 07, 2015
GOP Lawmakers Press DOL to Reissue Amended Fiduciary RuleGOP to Perez: We strongly urge you to provide stakeholders with an opportunity to review the changes before the rule advances to OMB.
October 06, 2015
‘Stan the Annuity Man’: Avenging Advocate for Annuity TruthThe straight-talking agent and consumer advocate tells ThinkAdvisor that advisors have no clue about annuities and says the products are victims of their own marketing.
October 05, 2015
How to Enroll in — and Pay for — MedicareHealth insurance is confusing enough while youre still working, but once you turn 65, introducing Medicare to the mix adds another layer of confusion.