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.
Are Your Clients Getting Their Retirement Checkups?
By Danielle AndrusAs clients get closer to retirement, advisors need to turn their attention to not just accumulating and protecting assets, but helping them transition into a new phase of life.
March 28, 2014
Despite Their Financial Power, Women Save Less Than Men: MerrillWomen tend to accumulate less than men in retirement savings despite the fact that they now enjoy more financial power than ever, says Merrill Lynch.
March 25, 2014
Retirement Planning, Not Social Security or LTC, Dominates Advisors’ Client DiscussionsRetirement planning is the No. 1 topic of discussion between advisors and their clients, according to an IRI study.
March 25, 2014
Can Cash Value Life Insurance Be Smarter Than a Roth IRA?There are many advantages to Roth IRAs but also many complicated rules. Enter cash value life insurance, which can help maximize tax-free retirement income.
March 24, 2014
Wealthy Americans Delaying RetirementAffluent Americans expect to delay retirement to age 68, according to Market Strategies International.
March 24, 2014
6 IRA Investing Mistakes to AvoidFor investors in Roth and traditional IRAs, Morningstar says procrastination is one of the common errors that can add to your tax burden.
March 24, 2014
Retirement Is at an ‘Inflection Point’All sorts of factors are in flux, including the impact of Obamacare on retirement and the likelihood of new DOL fiduciary regulations.
March 21, 2014
Diving Deep Into Retirement Plan Market Well Worth RIAs’ Time: FidelityAdvisors who think of retirement plan services as merely a part of their broader wealth management offerings are missing out on growth, Fidelity says.