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.
Avoid an Income-Based Chain Reaction to Reduced Social Security Benefits
By Robert Bloink, William H. ByrnesA reduction in Social Security checks can cause major planning issues for retired clients, so watch out for Medicares two-year lookback.
April 08, 2015
Clients' Top Retirement Worry Is Going Broke: AICPAAICPA polled CPA financial planners about their clients' top retirement-related concerns.
April 08, 2015
When Stock Appreciates: Rethinking Clients’ GRAT Asset AllocationsMany clients who established grantor retained annuity trusts (GRATs) are now experiencing sellers remorseespecially those clients who funded a GRAT with appreciating stock.
April 07, 2015
Easing Millennials’ Investing Fears: Northwestern MutualAdvisor Chantel Bonneau, a millennial herself, talks about Northwestern Mutual's recent study and how to boost the investing confidence of younger clients.
April 07, 2015
‘Modern’ DC Plans Have Pension-Like Elements: VanguardEmployers are taking more of a responsibility in the defined contribution plans offered to their workers, a report issued Tuesday by Vanguard found.
April 06, 2015
High-Deductible Health Plans Can Unlock HSA Strategy for Older ClientsHDHPs are on the rise a trend that can open the door to powerful planning techniques.
April 06, 2015
Top 10 Smartest States for Financial Literacy: 2015Residents in these locales have a head start on planning and saving, according to WalletHub.com.
April 02, 2015
Tax-Deferred Retirement Saving—Without a 401(k)The single most powerful feature of an annuity is tax deferral, according to Mitch Caplan, CEO of Jefferson National, not features like guaranteed income and riders.