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.
Using Self-Directed IRAs to Save for Retirement: Pros and Cons
By Hubert BrommaSelf-directed IRAs can be the key to a comfortable retirement for many investors. Learn more about these accounts in this basic overview, including pros and cons.
September 16, 2013
Morningstar: State Pensions Complex, Lack TransparencyWhos watching your clients pension? At the state level, who knows?
September 16, 2013
What I Learned From Investigating a Prospective Client’s AnnuityEven with a prospect, you have to dig deep sometimes to make a recommendation, especially with annuities. Turns out that actuaries are pretty bright people.
September 16, 2013
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins ItThe professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
September 16, 2013
What Nonprofits Want From FundersNonprofits believe foundations could be a lot more helpful in certain critical areas, according to a survey by the Center for Effective Philanthropy.
September 16, 2013
12 Worst Financial Advisors in America: 2013ThinkAdvisor gathered a list of awful advisors from the past year and ranked them, balancing amount stolen with amount of ick factor involved.
September 13, 2013
Warnings of Market Crash Similar to ’87 Abound as Main Street Pain WorsensThe summer's market highs and metrics look eerily similar to the highs before the 1987 crash, as the labor force keeps shrinking and hunger rises.
September 12, 2013
The Retirement Time Bomb No One’s Talking About ... YetPension consultant Ron Surz warns that masses of retirement portfolios are due to blow up, just like they did in 2008, because of inappropriate risk levels in target-date funds.