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.
DOL Fiduciary Redraft Would Kill Many Small-Biz Retirement Plans: Survey
By Melanie WaddellThirty percent of small businesses say it's at least somewhat likely they will eliminate employee retirement plans under DOL's proposal, a Greenwald survey found.
May 13, 2014
Investors Hope for 10% Return, Yet Shy From Risk: NatixisAmericans are mostly risk-averse yet expect aggressive returns on their investments in order to comfortably fund retirement, Natixis finds.
May 12, 2014
How 4 Financial Services Sectors Can Lure MillennialsCorporate Insight offers specific guidelines for banks, investment firms, retirement plan providers and insurers to appeal to young investors.
May 12, 2014
Making the Annuity Fit: IVAs vs. Structured AnnuitiesIf understood and then used properly, indexed variable annuities and structured annuities can perform a significant role in a clients portfolio.
May 12, 2014
Ric Edelman: What’s Wrong With IRAs, 401(k)s, and the Industry That Sells ThemThe outspoken Edelman talks to ThinkAdvisor about how Wall Street preys on investors, the unconventional structure of his practice and why he opposes mutual funds.
May 09, 2014
Why I Don’t Like Roth IRAs: Tax Season Lesson, Part 1During tax season, I focus on the actual cost to the client, including cash flow. Thats one reason I've never liked the Roth IRA.
May 09, 2014
10 Things to Know About How Investments Are TaxedAmong the investment products advisors recommend to their clients, mutual funds and ETFs top the list, so it's vital to understand their tax implications.
May 07, 2014
Mortgage Debt Threatening Retirees’ Security: CFPBThe percentage of homeowners 65 and older with mortgage debt increased from 22% to 30% from 2001 to 2011, CFPB report says.