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.
Fidelity to Pay $12 Million to Settle 401(k) Suits
By Nick ThorntonFidelity's own employees alleged the mutual fund giant charged excessive fees in the companys own 401(k) plans.
August 11, 2014
Managed Accounts: Next Up for Reform?The recent GAO report on 401(k) managed accounts raised some pretty serious questions about their worthiness.
August 11, 2014
Are 10% Portfolio Returns Reasonable?Many financial advisors, robo-advisors in particular, often rely on historical return data. How reasonable are these averages for retirement investors?
August 08, 2014
5 Tax Strategies to Pay for College Without Going BrokeOne wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses, in effect creating a "tax scholarship."
August 07, 2014
Smaller 401(k) Plans Beat Larger Ones: StudyWhat is one thing that smaller 401(k) plans have that larger ones don't? It's not better investment options.
August 07, 2014
Managed Accounts Could Be Made Safer for 401(k) Investors: GAOThe DOL will consider GAO recommendations to require more disclosures and better guidance for retirement plan sponsors from managed account providers.
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.