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.
What Color Is Your Salamander?
By Bob ClarkI used to love the old L.A. Law TV series (which aired 1986 to 94) because it humanized lawyers and showed that even though people can be deeply flawed, we can, on occasion, still be heart-wrenchingly kind.
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.
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.