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.
6 Facts About Self-Directed IRAs and Their Custodians: NASAA
By Melanie WaddellFraud promoters can misrepresent the responsibilities of self-directed IRA custodians to deceive investors, says NASAA's Beatty.
November 24, 2014
Managing Risk to Create Retirement IncomeIn turning its attention from accumulation to decumulation, the 401(k) industry created new products to solve income needs, but they came with significant disadvantages, according to the presenters from Milliman during a session at Schwab Impact in November.
November 24, 2014
Top 10 IRA Rollover MistakesThe Internal Revenue Service gave advisors some much needed guidance regarding the ever-challenging issue of rollovers.
November 24, 2014
The ERISA Mystery Part II: Model Portfolios in Participant-Directed PlansThe Department of Labor is charged with enforcing retirement plan participant disclosure rules, commonly known as the 404(a)(5) rules.
November 24, 2014
Rodriguez, Faber, Arnott: Research’s 2015 Prediction PanelJohn Buckingham and Nicole Gelinas round out Researchs expert investment roundtable, assessing opportunities and risks for the coming year.
November 24, 2014
Under the Hood: Life Expectancy and Financial PlanningTo make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
November 24, 2014
Can the Social Security Trust Fund Survive?Understanding how the Social Security program works is key to dispelling fears and avoiding bad claiming decisions.
November 21, 2014
In a First, Plan Sponsors Say Top Priority Is Retiree OutcomesRetirement plan sponsors are taking a greater interest in their participants retirement outcomes, according to Fidelitys fifth annual Plan Sponsor Attitudes survey.