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.
Thornburg Urges Advisors to 'Retire Retirement'
By Danielle AndrusAs the idea of retirement evolves, Thornburg Investments created an informational packet for advisors to help clients reshape their retirement expectations.
August 26, 2014
Compass Financial Boosts Education With Financial Finesse PartnershipFinancial Finesse will offer its services at a discount to employees and consult on Compass' in-house financial education program.
August 25, 2014
Despite Saving More, Workers Still Face Retirement ShortfallsAlthough participation and contribution rates are fairly high in 401(k) plans, Natixis finds many participants, especially baby boomers, are on track to fall short.
August 25, 2014
Social Security and Tax Planning: The Advisor OpportunityNeither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
August 25, 2014
401(k) Savers Who Stuck Out Financial Crisis Reaping RewardsWorkers who saved consistently in a 401(k) plan during the five years that included the financial crisis are reaping the rewards.
August 25, 2014
Revenge of the Variable AnnuityVAs, a much-derided investment product, may be central to the future of retirement.
August 25, 2014
Recharacterizing Roth IRAs Smartly: Use Multiple RothsDespite the benefits that recharacterizing a Roth conversion can offer, this route can sometimes function as a double-edged sword.
August 22, 2014
Can Managed Futures Be an Income Investor’s Best Friend?Managed futures are a good portfolio diversifier, but they also turn out to be negatively correlated with high-yield bonds. Income, anyone?