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.
Top 10 Most Regressive Tax States
By Michael S. FischerIn the states whose tax systems most favor high earners, low-income families pay up to six times as high a share of their income as the wealthiest families, according to a report by the Institute on Taxation and Economic Policy.
February 04, 2013
Americans Would Pay Higher Taxes to Preserve Social SecurityIn fact, three-quarters of respondents to a National Academy of Social Insurance poll said benefits should be increased.
February 04, 2013
Generation Gap in Online Retirement ResourcesRetirement plan participants of all ages are going online for guidance, but a survey by OneAmerica found they use different resources once they get there.
February 01, 2013
How to Boost Employees’ Financial Well-BeingWellness, said CEO Liz Davidson of Financial Finesse, is a mastery of financial issues, with little or no financial stress.
January 28, 2013
Folio Investing’s Target Date Folios Outperform Traditional Target-Date FundsSteven Wallman, founder and CEO of Folio, says investors deserve better than traditional target-date funds.
January 28, 2013
Sen. Tom Harkin, Chairman of HELP Committee, to RetireSen. Tom Harkin, D-Iowa, announced Saturday that he will not seek re-election for his term expiring in 2014.
January 22, 2013
Alternatives Saw Biggest Drop in Asset Management Fees in 2012: Mercer"Demand for active management may well fall off a cliff" as defined contribution plans overtake defined benefit pensions, a Mercer consultant says.
January 21, 2013
For 403(b) Success, Combine Monitoring and ManagementFor advisors who specialize in the ever-changing 403(b) and 457 retirement plan marketplace, knowing the distinction between portfolio monitoring and portfolio management is critical.