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.
GLWBs and LIBRs: Which Annuity Rider Fits Your Client?
By William H. Byrnes, Robert BloinkWhen it comes to annuities, guaranteed lifetime withdrawal benefits and lifetime income benefits are two of the more easily confused rider options.
April 28, 2014
Mary Jo White: The 2014 IA 25 Extended Profile"There are a number of ways" to impose a uniform fiduciary duty, the SEC chairwoman told ThinkAdvisor in an exclusive interview.
April 25, 2014
New Approach to Avoiding Retirement RuinGMO proposes a portfolio model whose glide path might look nonsensical, but which may help retirees minimize the risk of running out of money.
April 24, 2014
Fiduciary Danger Lurks in Vanguard, Fidelity and T. Rowe TDFs, Book WarnsNew book by Ron Surz and others warns against following the crowd with funds that over-allocate to equities, putting millions of Americans retirement at risk.
April 24, 2014
DC Plan Savers Kept on Saving in 2013; Loans and Withdrawals Stable: ICILess than 3% of defined contribution plan participants stopped contributing to their workplace plans in 2013, according to the Investment Company Institute.
April 23, 2014
Top 15 Cheapest States for Long-Term Care Costs: 2014Genworths 11th annual study provides data on the states with the lowest costs across a range of LTC services.
April 21, 2014
Is College Worth the Debt? More Consumers Say NoOnly 20% of Americans think student loans are a good investment, down from 54% in 2012, according to a Mintel survey.
April 18, 2014
5 Most Common 401(k) Plan Red FlagsThese big warning signs indicate whether a plan is underperforming, is poorly designed or has reached certain thresholds that suggest it may need new services.