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.
Deadline for Undoing IRA Conversions Approaching Fast
By Nick ThorntonThe deadline for recharacterization of assets that were moved from one form of an IRA to the other is Oct. 15.
September 30, 2014
Tackling the Retirement Income Challenge With InnovationFour experts at the IRI conference addressed the issue of retirement income planning and the nuances of retirement distributions.
September 30, 2014
Insurance: The ‘Putter’ in the Retirement Golf BagYou drive for show but putt for dough, AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
September 30, 2014
Bill Gross’ Departure: What Plan Fiduciaries Need to KnowPIMCO's Total Return Fund, previously managed by Gross, is a "pillar" of many 401(k) platforms. Will it stay that way?
September 30, 2014
Why Insurance Industry Is Crucial for Americans: Dennis GlassSpeaking at IRI conference, Lincoln Financial Distributors CEO says the retirement readiness gap provides a big opportunity for the industry.
September 29, 2014
3 Investments Retirees Should Avoid: Morningstar's BenzSome assets can add volatility, expenses and stress to retirement portfolios (with little upside).
September 29, 2014
Will Fuller, Kerry Geurkink Awarded IRI's First Leadership AwardsThe award presented by the Insured Retirement Institute recognizes contributions to both IRI and the annuity industry.
September 29, 2014
Advisor Prepares Pro Athletes for Life After SportsLee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes sometimes after meeting the client for less than 15 minutes.