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.
Are Your Clients Getting Their Retirement Checkups?
By Danielle AndrusAs clients approach retirement, advisors need to focus on not just accumulating and protecting assets, but helping them transition into a new phase of life.
March 04, 2014
Roth IRAs and Taxes: Contributions, Rollovers, DistributionsThe Tax Facts Online experts explain the tax implications in three major areas.
March 04, 2014
How to Get Tax-Free Retirement Income With Life InsuranceLife insurance can be a tough sell for advisors with clients who see it as an expense rather than an investment.
March 04, 2014
Buffett’s 5 Nuggets of Investing WisdomBuffetts annual letter offers some timeless wisdom on how Berkshire achieved a 19.7% annual growth rate over the past 49 years.
March 03, 2014
Using Pretax Dollars to Generate Guaranteed Lifetime IncomeFor some clients, investing a portion of a traditional 401(k) in a fixed indexed annuity with a guaranteed lifetime income rider offers flexibility and control.
February 27, 2014
20 Best & Worst U.S. Cities for Saving MoneySavers dont get much help today, but a new survey by GoBakingRates found that some cities may be easier to save in than others.
February 26, 2014
Even With Cost-Sharing, Workers Still Prize BenefitsEmployees value their workplace benefits even more than they have in the past despite having to pay a larger share, according to a Guardian study.
February 25, 2014
Top 20 Countries for Retirement Security: 2014Despite improvements, the U.S. ranking in the Natixis Global Asset Management 2014 Global Retirement Index is not so hot.