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 to Dodge the New Medicare Surcharge Bullet
By William H. Byrnes, Robert BloinkThe new Medicare Doc Fix law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
May 27, 2015
Fewer Advisors Means More Automation: CelentThe impending retirements of aging advisors, combined with the increased appetite for advice among millennials, will make automated advice services a necessity, Celent predicts.
May 26, 2015
William Sharpe: The First Robo—The 2015 IA 35 for 35Bill Sharpes Financial Engines might be called the first robo-advisor.
May 26, 2015
3 Reasons to Avoid an IRA RolloverAdvisors need to brush up on the technical aspects of 401(k) rollovers, which are not always in clients' best interests.
May 26, 2015
Annuities, Insurance, Investments: A Triple Crown Retirement Income StrategyWade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.
May 22, 2015
Think Millennials Are Neglecting 401(k)s? Think AgainMillennials on average are saving for retirement at a rate similar to Gen Xers and baby boomers, a T. Rowe Price study found.
May 22, 2015
Retirement Plans Paid $820M After Failing Nondiscrimination TestingMore than 54,000 401(k)s failed nondiscrimination tests and were required to return $820 million to participants, according to an annual study by Judy Diamond Associates.
May 21, 2015
SEC Charges Atlanta Advisor With Defrauding Police, Firefighter Pension PlansFirm breached its fiduciary duty by selling unsuitable investments to pension funds for the citys police, firefighters and transit workers, the SEC says.