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.
4 Biggest Changes to IRAs in 2015
By Daniel WilliamsIf youre working in the IRA space, you need to know the four most important changes that will take place in 2015.
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.
December 10, 2014
Retirement Savings, Household Assets Rise in 2013; Big Gains for SeniorsTotal household assets increased 16% last year, according to a study by Hearts & Wallets.