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.
Almost Half of Boomers Think Retirement Plans Are Free
By Danielle AndrusAlmost half of boomers think they dont pay any fees in their retirement account, according to a survey released Monday by Rebalance IRA.
October 21, 2014
Fiduciary Rule to Snag BDs on IRA RolloversThe DOL is likely to hold broker-dealers who chase IRA rollovers to the same fiduciary standards retirement advisors must meet, ERISA attorney Fred Reish says.
October 21, 2014
Building the Modern-Day Stretch IRA: Proceed With CautionThe Supreme Courts recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.
October 20, 2014
Arnott: ‘100 Minus Your Age’ Asset Allocation Rule All Wrong!Research Affiliates argues that industry and academia both deny reality in pushing young workers into stocks, particularly through target-date funds.
October 20, 2014
Third of Clients Say They Didn’t Get Adequate Financial Planning ServicesNew research from the Financial Planning Coalition shows a lack of appropriate regulatory standards for those who say they are financial planners.
October 16, 2014
Mariner Holdings Launches Mariner Retirement AdvisorsThe new firm is focused on providing 401(k) advisory services to plan sponsors throughout the country.
October 16, 2014
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ RetirementNew white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
October 16, 2014
New DOL Fiduciary Rule Will Hurt Retirees, Panelists SayWhile consumer advocates favor compelling brokers to act in a clients best interest, much of the financial lobby is dead-set against them.