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.
Helping Retirees Dodge the Medicare Income-Based Surcharge
By Robert Bloink, William H. ByrnesYou can alter a clients investments to generate income that is excluded from Medicares income calculation, but the time to plan is now.
October 23, 2014
Wells Fargo’s Wimbish: Navigating the 30-Year RetirementWells Fargo retail retirement director Karen Wimbish on guiding clients not just to retirement, but through it, and the firm's new Income Center.
October 22, 2014
Almost Half of Boomers Think Retirement Plans Are FreeAlmost 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
Retired Women Face Smaller Nest Eggs, Higher Poverty RiskRetired women are at a higher risk than men for downward income mobility and poverty, despite saving more of their paychecks.
October 21, 2014
The Critical Importance of Asset Coordination in Retirement PlanningFailing to account for Social Security in the retirement portfolio is a major fiduciary fail, putting the clients retirement and the advisors business at risk.
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.