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.
Retirement Is Changing to—Working?
By Malene Y. SatterAmericans are getting the picture that the three-legged stool of retirement income is just too wobbly, so theyre adding a fourth leg: work.
May 05, 2015
‘Living Inheritance’ Could Hurt RetirementA report by HSBC identified a living inheritance trend among Americans, as 43% of retirees said they were providing regular financial support to another person.
May 05, 2015
Using Fixed Indexed Annuities for Retirement IncomeAs the search for retirement income alternatives continues, FIAs with new fixed-income features look attractive.
May 04, 2015
The 2015 IA 35 for 35 CalendarThroughout May, well publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
May 04, 2015
Clients’ Top Retirement Worry Is Going Broke: AICPAAmericans worry most about running out of money in retirement, according to a survey released in April by the American Institute of CPAs.
May 04, 2015
Will Low Investment Returns Wreck Retirement?A challenging environment for asset returns demands new thinking, Michael Finke writes.
May 04, 2015
Many Millionaires Say No to Advisors on Retirement PlanningAlmost one-third of millionaires nearing retirement have never consulted an advisor because they feel they can do better on their own, a Deloitte survey found.
May 01, 2015
Under the Hood: Planning Opportunities From a Client’s 1040, Pt. 3: Retirement PlansConcluding our discussion on how looking at clients tax returns provides value, maximizing deductions from IRAs and other retirement plans.