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.
3 Steps to Help Solve the Looming Retirement Crisis
By Bernice NapachThe biggest challenge ever for the investment world is solvable if employees, employers and government act soon, Charles Ellis says.
September 29, 2015
Rating the 401(k) of the Fund RaterEmployers that fill their retirement plans with active fund managers encourage the kind of bad investor choices that lead to underperformance.
September 29, 2015
A Great (and Impossible) Plan to Fix RetirementEconomist Teresa Ghilarduccis plan to fix the retirement crisis is to figure out whats needed, and work backward from there.
September 28, 2015
Alicia Munnell: 3 Workable Ways to Save U.S. Retirement SystemThe existing Social Security system and 401(k) plans could produce vastly better retirement outcomes with a few relatively simple fixes, the Boston College researcher says.
September 28, 2015
Consumers Clueless on Key Social Security Benefits: FPA, AARP SurveyOne example: Only 9% of consumers say theyre very knowledgeable about benefits, but 40% expect those benefits to account for most of their retirement income.
September 28, 2015
House Panel Sets Wednesday Markup on Bill to Halt DOL Fiduciary RuleThe Retail lnvestor Protection Act would force the DOL to wait for an SEC fiduciary rule.
September 25, 2015
3 Keys to Picking Active Retirement Investments: American FundsActively managed equity funds that met these three criteria historically generated more wealth for retirees compared with index portfolios, according to American Funds.
September 25, 2015
Now Is the Time for Charitable Lead TrustsFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.