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.
Taxes: What a Drag—on Your Portfolio’s Profits
By Frank PapeDo you know how much return clients invested in taxable accounts lose to taxes each year? Its in the double digits.
March 31, 2014
Why Retirement Planning Is Not for the PassiveWith so many uncertainties regarding Social Security, annuities and the 4% Retirement Rule, an active approach to planning is vital.
March 31, 2014
Are Boomers Headed for Retirement Disaster?Michael Finke crunches the numbers and assesses the wild cards of the retirement savings problem.
March 31, 2014
Are Your Clients Getting Their Retirement Checkups?As 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 31, 2014
Boomers’ Biggest Retirement RegretsAs the last of the baby boomers turn 50, they would be wise to heed these retirement lessons, financial and otherwise, from their older counterparts.
March 28, 2014
Retiring Abroad: Saving Money, Finding AdventureAuthors Suzan Haskins and Dan Prescher say your clients can save hundreds of thousands of dollars in retirement by moving to a cheaper country.
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.