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.
Time to Rein In Rollovers?
By Melanie WaddellIf youve been paying attention over the past year, youve noticed that regulators and those in Washington are placing increased scrutiny on IRA rollovers.
May 27, 2014
Replace Social Security or Fix It?Just as advisors understand that past performance does not guarantee future returns, Larry Kotlikoff argues Social Security's past success does not indicate its current viability.
May 27, 2014
30 Best Paying College Majors: 2014As college degrees become almost mandatory for landing a decent job, find out which majors give the best chance to land a high-paying job.
May 27, 2014
401(k) vs. IRA: The Real Roth Conversion QuestionMoving traditional retirement funds into a Roth account may seem like a no-brainer for many clients, but whether to use a Roth IRA or Roth 401(k) can have potentially significant repercussions.
May 26, 2014
Amy Webber, Cambridge’s Optimist: The 2014 IA 25 ProfileStarting with the fact that we cant control things like the market and economy or regulation, Im wildly optimistic about our industry, Webber said.
May 21, 2014
Senators Debate Social Security FixesAgreement on the scope of the problem; disagreements on what changes should be made to keep Social Security solvent.
May 21, 2014
Roth IRAs Growing Twice as Fast as Traditional IRAs: EBRIThe Roth IRA removes the uncertainty of what future higher tax rates might do to retirement savings, says Ed Slott.
May 20, 2014
Pension Cash-Outs Trending Upward: MercerMercer this week published a guide to help plan sponsors evaluate whether to consider a cash-out program, including common misconceptions.