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.
Vast Ignorance About 529 College Plans: Edward Jones
By Janet LevauxCollege costs are going up, but the awareness level of savings tools is not keeping pace, a national survey 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.
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.