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.
Dr. Michael Finke: The 2013 IA 25 Extended Profile
By John SullivanThe traditional 4% withdrawal rule is fine in a static world, but when was the last time the world was static?
May 20, 2013
Employees Taking Proactive Approach to Financial PlanningEmployees appear to be taking responsibility for their retirement saving and financial situation over all.
May 17, 2013
Top Portfolio Products: Goldman Launches Alts FundAlso announced in the last week: an emerging-markets government bond index fund from Vanguard.
May 16, 2013
Early Boomers May Be Last Generation on Track to Retire WellAn analysis of income data by The Pew Charitable Trusts found that younger cohorts of investors are more likely to experience downward economic mobility in their retirement than older investors.
May 14, 2013
Nationwide Releases Fee-Based Variable AnnuityNationwide is the latest company to join an industry push to convince advisors that their concerns with VAs have been addressed.
May 13, 2013
Financial Engines to Include IRAs on Income+ OfferingFinancial Engines, which claims to be America's largest independent RIA, announced it is expanding its services to include IRAs.
May 13, 2013
Income-based premiums triple Medicare costs under PPACANew rules put into effect under PPACA can impact retirement income planning in ways your clients might not yet realize, by increasing their Medicare premiums proportionally as income increases.
May 13, 2013
Income-based premiums triple Medicare costs under PPACANew rules put into effect under PPACA can impact retirement income planning in ways your clients might not yet realize, by increasing their Medicare premiums proportionally as income increases.