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.
Can Anyone Make Your Retirement Money Last for Life?
By Ben StevermanThe race is on for a product to help prevent retirees from running out of money without the drawbacks of annuities.
May 14, 2015
House, Senate Introduce Lifetime Income Disclosure ActParticipants in workplace retirement plans would receive an annual statement of how their lump-sum savings translate into a lifetime stream of monthly annuity income.
May 14, 2015
Dividend-Paying Stocks May Be Riskier Than Many Think"Some of the highest dividend-paying stocks tend to be some of the riskiest, says Jim Cahn, CIO of Wealth Enhancement Advisory Services.
May 13, 2015
5 Ways to Help Employees Boost Retirement SavingsEmployers worry about pushing their employees too hard to save, but there are some ways they can help, Northern Trust says.
May 13, 2015
Top GOP Senators Press DOL to Extend Fiduciary Comment PeriodMajority Leader Mitch McConnell and HELP Committee leader Lamar Alexander were among those sending the letter asking for a 45-day extension.
May 12, 2015
Sen. Hatch: SAFE Retirement Act Will Be ReintroducedSenate Finance Chairman Orrin Hatch, R-Utah, plans to resubmit legislation to stop DOL from writing fiduciary rules for IRAs.
May 12, 2015
30 Best Paying College Majors: 2015The rankings are based on data collected by PayScale.com from 1,000 universities and 207 different bachelors degrees.
May 12, 2015
Advisor Helps Divorcing Women, Extends Franchise NationwideCandace Bahr has helped more than 10,000 women over the years through divorce workshops, while building a female-oriented niche business with $114 million in AUM.