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.
Retired Women Face Smaller Nest Eggs, Higher Poverty Risk
By Emily ZulzRetired women are at a higher risk than men for downward income mobility and poverty, despite saving more of their paychecks.
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.
October 14, 2014
Self-Directed Investments for Divorcing Clients: What Advisors Should KnowMany clients who receive retirement assets from an ex-spouse choose to invest them in a self-directed account. Here's how advisors can help manage those assets.