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.
Illinois Settles SEC Fraud Charge Over Pensions
By John O'ConnorGov. Pat Quinns administration admitted no wrongdoing in the way state officials borrowed money to pay pension obligations through $2.2 billion in municipal bond sales from 2005 to 2009.
March 20, 2013
Equities Are Hot, but Affluent Investors Won’t Bite: Legg MasonIt seems affluent investors once again like equities for income, but are holding fast to their fixed asset allocations.
March 19, 2013
IRAs and Taxes, Pt. 1: When Are IRA Funds Taxed?The experts from Tax Facts Online on the tax treatment of individual retirement accounts.
March 19, 2013
Senators’ SEAL Act Would Ease 401(k) Loan PaybacksThe bipartisan Shrinking Emergency Account Losses (SEAL) Act would give workers who leave their jobs until they file their federal taxes to repay 401(k) loans.
March 19, 2013
Half of Workers Believe Comfortable Retirement Out of ReachA comfortable retirement is still something many Americans fear theyll have to do without, according to EBRIs 2013 Retirement Confidence Survey.
March 19, 2013
Retiree Entitlements ‘Undermine’ Everything Else: Robert SamuelsonWashington Post columnist Robert Samuelson took a scorched-earth approach on Monday to what he sees as out-of-control entitlement spending.
March 18, 2013
Has Einhorn Won Apple Fight?Its a relevant question now that its increasingly likely that Apple will raise its dividend.
March 18, 2013
Taxes, Social Security Weigh on Boomers’ Retirement PlanningMore than half of middle-income boomers said they would save less for retirement if income taxes rose, according to the Insured Retirement Institute.