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.
Can Cash Value Life Insurance Be Smarter Than a Roth IRA?
By Robert Bloink, William H. ByrnesThere 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
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.
March 20, 2014
Doctor Performs Autopsy on U.S. Retirement SystemFailure to raise the retirement age will be cited on Americas death certificate if we don't act, Dr. L. Stephen Coles says.
March 20, 2014
UBS: Clients Need More Than Investment AdviceClients, particularly millennials, want objective advice on a wide range of issues from someone they trust, says Jason Chandler of UBS Wealth Management.
March 19, 2014
How Merrill Navigates the Bizarro World of RetirementOne boomer will retire every six seconds over the next 20 years. At the RIIA conference, David Laster laid out Merrill's approach to helping them.
March 19, 2014
Lifetime Income Projections Useful, but Workers Not Surprised by Outcome: EBRIMore than 81% of workers said they would continue to contribute at their current rates after hearing their projected monthly income amount.
March 18, 2014
Retirement Confidence Up for No Good Reason: EBRIThe 2014 Retirement Confidence Survey shows Americans are more confident about their retirement prospects, but the data shows it's not because they're more prepared.