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.
Boomers’ Biggest Retirement Regrets
By Lisa BarronAs 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 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.
March 25, 2014
Can Cash Value Life Insurance Be Smarter Than a Roth IRA?There 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
Wealthy Americans Delaying RetirementAffluent Americans expect to delay retirement to age 68, according to Market Strategies International.
March 24, 2014
6 IRA Investing Mistakes to AvoidFor investors in Roth and traditional IRAs, Morningstar says procrastination is one of the common errors that can add to your tax burden.
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.