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.
Now You Can Get Married, Gay or Not. Here’s What You Gain — and Lose
By Ben StevermanNow that same-sex marriage is legal nationwide, gay couples, and anybody else thinking about marrying, also bear some often-overlooked costs and responsibilities.
June 24, 2015
When an IRA Rollover Is a Bad IdeaAdvisors better have good reason to roll over the 401(k) other than to generate fees and commissions for themselves, advisor Scott Hanson said.
June 23, 2015
Gen X Says: What Retirement?Gen Xers began planning for retirement early, but a large majority have plans to still work in some capacity after they retire.
June 23, 2015
Fiduciary Rule Crucial for Protecting Middle Class: DOL ChiefLabor Secretary Perez says DOL is sharpening its thinking on the fiduciary rule thanks to comments; FPA plans to weigh in in "very comprehensive" fashion.
June 23, 2015
For Elderly Fraud Victims, Biggest Toll Is EmotionalAICPA has some advice to help protect older clients who just cant say no to relatives.
June 22, 2015
SEC to Scrutinize Retirement AdviceThe SEC has launched a multiyear targeted review of investment advisors and BDs retirement planning sales practices.
June 19, 2015
5 Ways to Cement Relationships With Client CouplesWhen only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
June 18, 2015
What if We Replaced IRAs and 401(k)s?A Brookings paper proposes replacing all tax-advantaged retirement plans with a single plan: The Universal Retirement Savings Account.