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.
Milevsky Warns: Beware of Annuity Ignorance
By Gil WeinreichTodays 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 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.
July 04, 2013
Alicia Munnell: Make 401(k) Auto-Enrollment MandatorySeven years after Congress encouraged employers to auto-enroll workers in 401(k)s, the retirement fix has run out of steam, the Center for Retirement Research says.
July 03, 2013
15 Best 401(k) Plans in Pro SportsAlthough we rarely see them as such, sports organizations are corporations and professional athletes their work force. Here are the ones with the best 401(k) plans, according to BrightScope.
July 02, 2013
Administration Delays Obamacare Employer MandateThe new heath care law has come under fire in recent months for its confusing guidance and expected cost overruns.
July 02, 2013
Annuity Puzzle Solved: Don’t Buy ThemDefying conventional wisdom, Kent Smetters of the Wharton School and Felix Reichling of the CBO say low demand for annuities is no mystery. If there is an annuity puzzle, it is why people don't short them.
July 02, 2013
4 Financial Planning Steps for New American CitizensApropos of the July 4th festivities, much will be new this holiday for recently naturalized U.S. citizens.
July 02, 2013
Viewing Interest Rate Volatility Risk Through an Options LensFor most clients, the objective of fixed income is yield; for others, the goal is to dampen the volatility of their equity portfolio. Options offer the possibility to do both.