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.
Senator Says Spending Bill Ready Soon, Vows to Fight Social Security Cutters
By Melanie WaddellSenate Appropriations head Barbara Mikulski sees the incoming GOP-controlled Congress as likely to reduce the number of Social Security field offices.
November 17, 2014
Losing a Spouse Hits Women Harder Than MenWomen were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
November 14, 2014
Retirement Spending Plans Should Follow Pension Strategy: RussellPensions funded ratio method offers a simple yet powerful percentage that most clients understand immediately, a Russell study says.
November 14, 2014
Lawmakers Air Concerns About DOL Fiduciary RedraftLawmakers air concerns about the upcoming DOL fiduciary redraft release, lay out plans to ensure next Congress keeps the current retirement planning tax incentives intact
November 14, 2014
Target-Date Funds’ Distorted Investing Strategy: Research AffiliatesResearcher Noah Beck says theres a much better portfolio strategy to use than target-date funds.
November 14, 2014
DOL to Hold January Hearing on Credit Suisse’s Retirement Plan Manager StatusDOL to hold public hearing to discuss QPAM status after Credit Suisse pleaded guilty to tax fraud.
November 12, 2014
IRS Clarifies IRA-to-IRA Rollover GuidanceMeanwhile, Ed Slott said rollovers were a "minefield" of "rules and traps" and named five areas where advisors commonly slip up.
November 11, 2014
SEC’s Enforcement Division ‘Here to Stay’ in Muni Bond MarketIts been a year of many firsts for enforcement and regulation in the municipal bond market, which has previously received little attention, says SECs Ceresney.