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.
U.S. Retirement Crisis Is Real: NIRS
By Danielle AndrusA pair of surveys released in March by the National Institute for Retirement Security shows that the country is facing a retirement crisis.
March 17, 2015
DOL’s Authority to Define Fiduciary Questioned"Please explain to us how ERISA gives DOL jurisdiction over an individuals relationship with a personal investment advisor, said Rep. Hal Rogers, R-Ky.
March 17, 2015
Military Still Worried About Sequestration, Confident About RepealThe military spending caps enacted by Congress in 2011 are unpopular among servicemembers, and 80% think they should be repealed.
March 16, 2015
How Kickstarter Can Help IRA InvestorsSelf-directed IRA investors who are interested in alternative strategies should explore opportunities with entrepreneurs trying to raise funds, Pensco says.
March 15, 2015
Adult Children Eating Away Boomers’ Retirement SavingsHow much support boomers provide their adult children is a key factor in their retirement preparedness, a report from Hearts & Wallets found.
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.