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.
Will Low Investment Returns Wreck Retirement?
By Michael FinkeA challenging environment for asset returns demands new thinking, Michael Finke writes.
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).
April 28, 2015
529 College Plan Bill to Be Debated in Senate CommitteeThe bill is intended to "modernize" 529 plans and would designate computers as a qualified expense, among other provisions.