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.
Don’t Diss Bond Funds: Goldman Sachs
By Joyce HansonAs interest rates rise and investors withdraw billions from bond funds, Goldman Sachs Asset Management is asking them to take a closer look at fund performance and asset allocations.
July 15, 2013
Is the NUA Tax Break on 401(k) Distributions Still a Break?As HNW clients increasingly seek strategies to help minimize their tax burdens, the Net Unrealized Appreciation strategy on 401(k) distributions has become more complicated than ever.
July 15, 2013
Bag-Lady Specter Haunts Even Savvy Women’s RetirementDespite the fact that more women have significantly boosted their financial savvy since the financial crisis, they still worry that they'll run out of money in retirement, according to a just-released survey by Allianz Life.
July 15, 2013
AdvisorOne Is Now ThinkAdvisorWeve relaunched and renamed AdvisorOne, the premier site for advisor news and analysis, to ThinkAdvisor. The change reflects our sharpened focus on delivering to advisors the thought leadership they want and need at every stage of their career development.
July 11, 2013
Milevsky Warns: Beware of Annuity IgnoranceTodays sensationalized characterization of annuities as products of unremitting evil or of unsurpassed virtue completely misses some essential points of wisdom advisors need to know about properly using them, Moshe Milevsky says.
July 10, 2013
Advisors See Small 401(k)s as Ripe With OpportunityWhy? Ninety percent of plans have less than $10 million in assets, and their advisors worry less about becoming fiduciaries, according to Guardian Financial Services announced on Monday.
July 09, 2013
Half of Student Debt Holders Worry They Can’t PayWhile other types of debt have fallen since the recession, student loan debt has increased, and consumers are struggling to meet those obligations, according to a report published in June by the Urban Institute.
July 05, 2013
DC Plans vs. DB Plans: Who Won the EBRI Stress Test?The EBRI compared the likely benefits for participants in 401(k) plans, final-average defined benefit plans and cash balance plans.