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.
Pension Plans Weighing De-Risking Options
By Danielle AndrusNearly 30% of defined benefit plans are planning, or at least considering, a risk transfer this year, according to a study commissioned by Prudential.
April 02, 2014
M*A*S*H Star Turned Mogul Wayne Rogers Blasts Tax Code, Offers TipsM*A*S*H TV star and serial businessman Wayne Rogers discusses why the tax code is broken and has some choice words for Dodd and Frank.
April 02, 2014
Taxes: What a Drag—on Your Portfolio’s ProfitsDo you know how much return clients invested in taxable accounts lose to taxes each year? Its in the double digits.
April 01, 2014
Top 10 States With Fastest 401(k) GrowthThe average 401(k) balance in 2012 was nearly $76,000, up 11% over 2011, according to Judy Diamond Associates.
March 31, 2014
Roth IRAs for High-Income ClientsRoth IRAs usually do not make it into a higher-income client's retirement planning playbook.
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.