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.
Clients’ Top Retirement Worry Is Going Broke: AICPA
By Michael S. FischerAmericans worry most about running out of money in retirement, according to a survey released in April by the American Institute of CPAs.
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.
May 01, 2015
A Little-Known Bond Vehicle for When Interest Rates RiseTarget date bond ETFs have been skating under the radar since 2010. But that could change when markets become convinced that rates will soon rise.
April 30, 2015
Senate Finance Passes 529 Reform BillThe bipartisan bill modernizes the treatment of 529 plans in three ways.
April 30, 2015
Fear Fuels Millionaires’ Drive for More Wealth, UBS Survey FindsUBS survey says millennial millionaires feel more pressure to maintain their status than older generations.
April 29, 2015
Fund Investors Favored Taxable Bonds, International Equities in MarchMutual funds saw overall net outflows in March for the first time this year, but taxable bond and international equities found favor with investors, while international equity ETFs took in $24 billion.
April 29, 2015
Investors Increasingly Have More Than One Advisor: Hearts & WalletsAbout a third of investors added a new relationship with a financial services provider last year, according to a report from Hearts & Wallets.
April 28, 2015
Military Retirement Overhaul Calls for DC, DB BlendLawmakers are debating major reforms to the military retirement system, proposing a new system combining the current defined benefit plan with elements of a 401(k).