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.
Many Affluent Investors Unaware of How Tax Changes Could Hurt Them
By Michael S. FischerAffluent investors understanding of tax-advantaged investments, like annuities, life insurance and 401(k)'s, varies among demographic groupswith big differences between men and womenaccording to a Nationwide poll.
February 18, 2013
The Successful Retirement Plan Advisor, Pt. 1: 3 Traits They ShareThree common traits are shared by those advisors who are most successful in their work with retirement plans and participants.
February 15, 2013
More Employers to Add Roth 401(k)sA new survey from the human resources firm Aon Hewitt reveals a rise in the Roth 401(k)s popularity.
February 14, 2013
Fidelity’s Average 401(k) Balance Hits Record HighTheres good news and bad in the latest Fidelity release of the 401(k) balances it oversees.
February 12, 2013
Are Annuities the Solution to Old 4% Retirement Rule?For years, the 4% rule provided the baseline from which advisors launched retirement strategies, but those strategies simply arent cutting it any more. Enter annuities with some attractive riders.
February 07, 2013
Will Your TDFs Stand Up in an Economic Storm?A white paper from Old Mutual Asset Management offers low-volatility strategies to help mitigate market risk.
February 06, 2013
Boomers Will Have $22T in Retirement Assets by 2020Investable retirement assets among Americans over 55 are expected to reach $22 trillion by 2020, according to LIMRA.
February 05, 2013
Top 10 Most Regressive Tax StatesIn 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.