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.
5 Tax Strategies to Pay for College Without Going Broke
By Dan BermanOne wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses, in effect creating a "tax scholarship."
August 05, 2014
Single Parents Choose College Savings Over RetirementSingle parents face "tremendous pressure" to balance college and retirement savings, Allianz says.
August 05, 2014
Most IRA Investors Withdraw the Bare Minimum: EBRIWhy? Taxes are a big driver of keeping withdrawals small, IRA expert Ed Slott says.
August 01, 2014
‘Robin Hood’ of Fees Takes Aim at 401(k)sClients worried about hidden fees in retirement accounts might want to investigate FeeX, a service that helps users understand what they're paying.
July 31, 2014
401(k) Savers Who Stuck Out Financial Crisis Reaping RewardsConsistent savers in 401(k)s from 2007 to 2012 saw an average 6.8% growth rate despite the market crash of 2008, ICI and EBRI found.
July 31, 2014
Top Ways College Is Paid For: Sallie MaeMore American families are reaching into their pockets to pay college tuition and borrowing less, according to a just-released study by Sallie Mae.
July 28, 2014
Deferred Income Annuities: More Than Just Longevity InsuranceIn the ongoing hunt for stable, pension-like retirement income sources, deferred income annuities (or DIAs) are heating up as an increasing number of insurance carriers have begun to offer the products.
July 28, 2014
Private Placement Variable Annuities: The Luxury Retirement Vehicle of the FutureIn most instances, the needs of the ultra-high-net-worth client simply cannot be met through the traditional retirement planning vehicles and strategies.