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.
Social Security Plus 401(k): A Comfortable Retirement?
By Melanie WaddellEBRI crunched the numbers on how many Americans could replace at least 60% of their pre-retirement income with these two funding sources.
January 21, 2014
HRAs Falling as HSAs Continue to Soar: EBRIThe number of HRAs, where employers reimburse health costs, fell in 2013 for the first time in a decade while HSAs continued to expand.
January 21, 2014
Why Is the 401(k) Industry Getting Such a Bad Rap?Its been pointed out again and again that 401(k)s dont offer the same benefits that came with pension plans. But is the industry so bad?
January 15, 2014
Would You Take $10K to Swap Your Pension for a 401(k)?A bill in Washington state aimed at cutting costs offers incentive to move state workers to DC plans.
January 15, 2014
7 Hottest 401(k) Trends for 2014: FidelityFidelity's 401(k) team put together a list of trends, including greater adoption of Roth 401(k)s and managed account options.
January 13, 2014
How a Counterintuitive Social Security Strategy Can Fund an Early RetirementGoing against the grain and claiming benefits early can actually help clients make the most of their traditional retirement savings accounts.
January 06, 2014
Demand Is Growing for Retirement Income ProductsAdvisors need help from asset managers and insurers to help their retirement clients meet multiple financial goals, according to Practical Perspectives.
January 05, 2014
3 Logical Insights Into the Notion of ‘Guaranteed’ AnnuitiesAs long as a broker can indirectly use the word guaranteed with potential investors, products will get sold. But what does it really mean?