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.
Navigators: How to Guide Clients Through Big Life Changes
By Olivia Mellan, Sherry ChristieA new certification helps advisors with the human side of guiding clients through major transitions like retirement.
December 18, 2014
Why 401(k) Withdrawal Rules Are All WrongConventional wisdom about how retirees withdraw assets is repeated as rote, and thats a problem.
December 17, 2014
30 Best Big 401(k) Plans: BrightScopeThese $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
December 15, 2014
Sen. Hatch’s 2015 Priority: Torpedo DOL Fiduciary EffortsSen. Orrin Hatch, who will take over as Finance Committee chairman, says he will reintroduce his SAFE Act, which would halt DOLs fiduciary overhaul.
December 12, 2014
The Tax Trap of Year-End Qualified Plan DistributionsFor clients eligible to take lump sum distributions from their qualified retirement plans, often-overlooked considerations must be taken into account.
December 12, 2014
Searching for Sustainable Retirement Income? Here’s an Obvious SolutionFinding the source of stability in retirement might not be as complicated as many advisors think. Our research shows why.
December 12, 2014
Under the Hood: What You Need to Know About Sequence of Returns in RetirementThe order of a portfolios returns is just as important, if not more so, than the amount of those returns, especially in retirement.
December 11, 2014
Social Security Is Failing Elderly Women: Sen. WydenAt hearing, lawmakers explore ways to shore up Social Security for women, as they are twice as likely as men to fall into poverty.