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.
Advisors Sharply Increase Use of Options for Clients: OIC
By Sabrina BachaiResponding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.
August 19, 2014
More Investors Get Help With Oil Change Than 401(k) Advice: SchwabInvestors are also more likely to have someone help them landscape or help with their taxes than get help making their 401(k) investment choices.
August 19, 2014
Don’t Take Retirement Advice From the Social Security AdministrationIts not that SSA employees wont give advice on how and when to claim benefits; its that they cant. So make sure you step up.
August 19, 2014
Retirement Savings Nonexistent for Third of AmericansThirty-six percent of Americans have no retirement savings, according to Bankrate.com, including a quarter of 50- to 64-year-olds.
August 18, 2014
Which Annuity Is Optimal? SPIAs vs. DIAsA study of fixed income annuities across 6,000 scenarios ranked one type higher, but the other could soon snatch the annuity crown.
August 18, 2014
Gen X Retirement Worse Than Boomers’? Check Your Math, Says EBRIEBRI recently challenged studies from Pew and the Center for Retirement Research that concluded Gen Xers retirement prospects were in worse shape than baby boomers'.
August 15, 2014
Hispanics Seek More Financial KnowledgeGrowing up with little to no financial education, Hispanic investors today say they are hungry for more investment knowledge, according to a Wells Fargo survey.
August 15, 2014
How to Overcome Behavioral Biases, Raise Retirement Savings: CerulliCerullis latest research addresses ways recordkeepers can better engage retirement plan participants to improve outcomes.