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.
3 Logical Insights Into the Notion of ‘Guaranteed’ Annuities
By Andrew RiceAs long as a broker can indirectly use the word guaranteed with potential investors, products will get sold. But what does it really mean?
December 23, 2013
Now Entering the Retirement Income Game: Universal LifeInsurers are adding guaranteed income withdrawal riders to their universal life policies. They can be good for clients, but understand the risks and likely premiums.
December 18, 2013
Buffett’s 7 Best Books for Investors: 2013What do investing gurus read when they need some guidance?
December 17, 2013
The Retirement Market’s ‘F’ WordAdvisors who are new to retirement plan services may never have been subject to rules mandating fiduciary responsibilities, but ignorance is no excuse.
December 17, 2013
Keeping Clients From Getting Taxed Twice on Their Retirement IncomeMake sure to consider the state tax implications that may arise when clients tap into retirement income from deferred comp plans after theyve relocated.
December 12, 2013
First Eagle Fund Goes ‘Anywhere the Value Is,’ but With a Safety MarginGlobal Income fund builds on First Eagle Global Funds success, following Benjamin Graham's diktats, but not averse to the benefits of high-yield bonds.
December 11, 2013
Senators Say Retirement Planning Is a Growing PriorityToo many Americans make decisions by inaction, and they need investment advice, said Sen. Ben Cardin.
December 03, 2013
IRA Owners Staying on Top of Retirement PlanningA report by ICI says IRA owners are likely to adopt other complex planning and savings behaviors like determining when to take Social Security.