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 Changing These Words Can Help Advisors Hook Clients
By Danielle AndrusSlight changes in language can make clients more comfortable and receptive to your ideas, says Gary DeMoss of Invesco Consulting.
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.
September 23, 2015
Rivals Question Betterment’s New 401(k) PlatformBetterment's robo-advisory platform is raising questions in the 401(k) plan industry ranging from the use of ETFs to compliance with DOLs QDIA disclosure requirements.