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.
How to Join 9,000 Taxpayers With Romney-Sized IRAs
By Margaret Collins and Richard Rubin, BloombergIf it seems impossible to amass a fortune in an IRA during your lifetime, think again.
September 15, 2014
7 Ways to Avoid Picking a Bad AdvisorIf a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?
September 15, 2014
NextCapital Launches 'Digital Advisor' for 401(k)sNextCapital Group has launched a digital platform that will help advisors bring managed accounts to 401(k) participants.
September 15, 2014
Safeguarding Retirement With 401(k) Plan In-Service WithdrawalsLittle-known IRS rules that provide for in-service 401(k) withdrawals allow use of funds already earmarked for retirement to implement an annuity strategy while still working.
September 12, 2014
Gen X, Y Lack Investing DirectionAdvisors who have focused their efforts on boomers retirement needs should make sure theyre not neglecting Generations X and Y.
September 11, 2014
Great-West Names President of New Retirement GroupEdmund F. Murphy III to tackle the U.S. retirement savings challenge as president of one of the largest providers in the U.S. defined contribution market.
September 11, 2014
Annuity Sales Hit 3-Year High: IRICiting Beacon Research and Morningstar, IRI said both fixed and variable annuities had the highest sales in three years.
September 09, 2014
Can This Pension Bailout by the Government Be Avoided?The Center for Retirement Research estimates that about 35% of multiemployer retirement plans will exhaust their assets over the next 30 years.