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.
Implications for Clients of the Threat to Stretch IRAs
By William H. Byrnes, Robert BloinkAs the Obama administrations tax-raising focus has shifted to proposals that would eliminate the stretch IRA, here are a few simple estate planning steps that clients can take to minimize the fallout.
July 18, 2013
7 Things Clients Must Know to Stay Solvent in Retirement: EvenskyWorried about running out of money before you run out of life? Who isnt? Leave it to Harold Evensky to give it to you straight.
July 18, 2013
Don’t Diss Bond Funds: Goldman SachsAs 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 17, 2013
Sen. Harkin Floats Bill to Help Charities, Co-Ops Offer PensionsSen. Tom Harkin, D-Iowa, chairman of the Senate Health Education Labor & Pensions (HELP) Committee, introduced legislation Tuesday that would make it easier for charities and cooperatives to continue to offer pensions to their employees.
July 17, 2013
Expat Americans, Foreign Banks Heave Under IRS PressureFATCA, newly delayed until July 2014, will require foreign financial institutions to report on U.S. citizens holdings or pay a steep withholding tax.
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.