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.
We’re Living Longer — Get Ready to Pay for It
By Gil WeinreichERISA attorney Marcia Wagner says increased life expectancy raises financial risks for retiring clients and requires careful planning.
February 03, 2015
Obama Budget’s Retirement Savings Cap Targets WealthyThe retirement savings cap is a relatively small gambit in the budgets larger effort to raise revenues but is seen as an attack.
February 02, 2015
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—SlideshowThe repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that dont recognize same-sex marriageof which there are still 15they may still require the kind of complex financial planning they required before the...
February 02, 2015
Boomer Demand for Annuities to Stay High Despite Low RatesBoomers are good for annuities.
February 02, 2015
More 401(k) Millionaires Than EverAbout 72,000 workers have $1 million or more parked in 401(k) plans, Fidelity data shows.
January 29, 2015
Overcoming Sequence of Return Risk in Retirement IncomeThis often overlooked risk can often be diminished by adding annuities into the retirement income planning strategy.
January 29, 2015
Senators Introduce Retirement Security Act Focused on Small BusinessThis Congress could make real strides in expanding opportunities for small businesses to provide retirement programs, says ASPPA's Miller.
January 28, 2015
Ex-Gov. Pawlenty: White House Fiduciary Memo ‘Overly Broad’The leaked memo was overly broad in condemning the industry and fairly conclusory without citing a lot of specifics, FSR's Pawlenty says.