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.
401(k) vs. IRA: The Real Roth Conversion Question
By William H. Byrnes, Robert BloinkMoving 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 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.
May 20, 2014
Is Private Equity Wrong for Retirement Funds?Questions are raised about opacity, risk and the often enormous fees guaranteed to fund managers no matter how they perform.
May 19, 2014
The Retirement Apocalypse That Isn’t ComingFears of a looming retirement crisis are overblown, Ben Steverman says in the blog Ventured & Gained.
May 19, 2014
TDFs Most Popular Among Women, Young InvestorsMore than half of millennials' savings were in asset allocation accounts in the first quarter, MassMutual found.
May 19, 2014
Annuities as an RMD AnswerCombining a fixed income annuity product with an IRA can help solve, and simplify, a clients required minimum distribution compliance.
May 16, 2014
Top 5 States With Greatest New 401(k) GrowthNew 401(k) plans are a good indication of a states growing economy, according to research by Judy Diamond Associates.