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 Self-Directed IRA Rules You Should Know
By Hubert BrommaIn the wake of the financial crisis, which left many Americans with a devastated nest egg, investors are looking for new and innovative ways to save for retirement. Self-directed IRAs are becoming more popular because they offer a new solution to retirement savers.
August 28, 2013
Vanguard: Index TDFs Gobbling Up DC Plan AssetsThe percentage of actively managed assets in Vanguard's retirement plans has fallen dramatically since 2004, the fund giant said in a white paper.
August 27, 2013
Boosting Monthly Savings by $33 Could Add $330 to Retirement PaycheckIn its quarterly 401(k) report, Fidelity says younger workers who boost savings by 1% can meaningfully impact their monthly paycheck at retirement.
August 26, 2013
Mastering the Social Security Timing GameOptimizing Social Security claims is a complex taskand a way that advisors can benefit clients greatly.
August 26, 2013
Obama Retirement Savings Cap: EBRI Crunches the NumbersThe proposed cap on tax-deferred retirement savings would affect few people immediately but would have a bigger impact over time.
August 21, 2013
401(k)s More Confusing Than Health Insurance: Charles SchwabMore than half of workers say their 401(k) plans are harder to understand than their health benefits, a survey by Charles Schwab found.
August 19, 2013
Employees Turn Focus to College Planning in Q2: Financial FinesseNearly a quarter of employees said college planning was a top priority in the second quarter, according to the latest research from Financial Finesse.
August 19, 2013
Top 20 Companies for Annuity Sales: Q2Indexed annuities remain a bright spot in an otherwise struggling industry.