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.
Ric Edelman: What’s Wrong With IRAs, 401(k)s, and the Industry That Sells Them
By Jane Wollman RusoffThe 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 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.
May 07, 2014
Top 10 Richest Prep Schools for 2014: Biggest EndowmentsThe Andovers and Exeters of the world use huge funds to pay for operations and tuition.
May 06, 2014
As Clients Age, Stock Up on Stocks: KitcesTraditional wisdom dictates that clients allocation to equities should decline as they get older, but Michael Kitces questions this strategy.
May 05, 2014
Middle-Class Retirement ‘Under Siege’: IMCA 2014The middle class is burdened by unemployment, debt and a sluggish housing market, Marcia Wagner, of the Wagner Law Group, said at the IMCA conference.
May 05, 2014
Funded Ratio of U.S. Pension Plans Eroded Further in AprilMercer reported Monday that the funding levels of pension plans sponsored by S&P 1500 companies fell by 1% in April to 84%.
May 05, 2014
IRA Rollovers Up 7% in 2012, Keep On Rising: CerulliIn 2013, Cerulli estimates, rollover contributions grew another 11%.
May 04, 2014
Grantham: Big Stock Bubble ‘Will End Badly’ in 2016GMOs value-investing guru has analyzed past market bubbles and explains where he sees equities going for the next two years or more.