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.
Self-Directed Investors Increased ETF Allocations
By Danielle AndrusSelf-directed investors are opening up to ETFs in their retirement accounts, an analysis by Schwab found.
June 30, 2014
The Search for Better 401(k) AdviceThe 401(k) system was never really constructed to provide the best retirement savings platform for individuals. But fixing it is a formidable task.
June 30, 2014
Assessing the Annuity LandscapeSome advisors swear by annuities while others steer clear of them. Whichever camp you fall into, here are some annuity trends to watch.
June 30, 2014
Want to Add 130 Bps to Your Clients’ 401(k) Returns? Educate ThemA National Bureau of Economic Research working paper has found that investors who are the most financially knowledgeable earn 130 basis points more in risk-adjusted annual returns in their DC retirement plans than their less sophisticated peers.
June 30, 2014
NARAB II Bill Would Help Retirees Keep Advisor When Moving Out of StateIRI says there is unprecedented support for the bill, which would establish an insurance licensing clearinghouse for financial professionals operating in multiple states.
June 27, 2014
Andy Friedman: Why Tax Reform’s Not Happening Anytime SoonThe Washington Update's Andy Friedman explains the principles and high political hurdles to comprehensive tax reform, last achieved in 1986 under President Reagan.
June 27, 2014
How to Fix Social Security Claiming Mistakes by ClientsToo many advisors avoid Social Security planning, but helping clients correct a mistake will lead to increased trust and more referrals.
June 26, 2014
Surge in IRA Rollovers Intensifies Competition for AssetsFirms must be creative with their marketing and adapt quickly to capture more IRA rollover business, Cerulli says.