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.
Military Still Worried About Sequestration, Confident About Repeal
By Danielle AndrusThe military spending caps enacted by Congress in 2011 are unpopular among servicemembers, and 80% think they should be repealed.
March 12, 2015
ASPPA, Affiliated Groups Rebrand as American Retirement AssociationOur membership base has expanded dramatically over the past several years, says ARA's Brian Graff.
March 10, 2015
How to Handle the NIIT for Trusts and EstatesThe impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
March 10, 2015
2015 Tax Cheat Sheet for Advisors and Their ClientsFor tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
March 10, 2015
Obama Signs Student Aid Bill of RightsObama's student loan directive would create a new complaint system for student borrowers and ease loan repayment.
March 10, 2015
Investors Spend 475 Hours a Year Worrying About Money: Legg MasonThe top three issues investors fear could prevent them from living the lifestyle they want later in life.
March 09, 2015
4 Key Questions About Roth IRAs and TaxesTax Facts experts dive into Roth IRAs to explain the tax regulations involving this popular investment vehicle.
March 09, 2015
Kotlikoff: Social Security’s Rules Ripping Off RecipientsLaurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules and why high-income clients ignore them at their peril.