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.
Fully Funded Retirement in 10 Years: A DB Plan for Now
By Robert Bloink, William H. ByrnesWith higher taxes likely in 2013 and beyond, your small business-owners clients (and you?) may want to take a closer look at starting their own DB plans for retirement.
December 12, 2012
John Hancock Financial Network rolls out revised income planning programALSO: industry news from Futurity First unit 401(k) Marketing and Great-West Financial.
December 12, 2012
John Hancock Financial Network rolls out revised income planning programALSO: industry news from Futurity First unit 401(k) Marketing and Great-West Financial.
December 11, 2012
Employer-Sponsored 401(k) Plans Would Drop ‘Significantly’ if Tax Treatment Curtailed: StudyA new report has found that curtailing the current U.S. tax treatment of contributions that workers and their employers make to 401(k) plans will significantly reduce employers willingness to sponsor plans.
December 10, 2012
Warning on VAs to Advisors: Be Afraid. Be Very Afraid.Glenn Daily, insurance expert and variable annuity dissenter, says the complexity of these products guaranteed benefits is beyond most advisors ability to assess.
December 07, 2012
Borzi: DOL to Offer New Version of Fiduciary Rule in ‘Several Months’The DOL plans to repropose its controversial rule to amend the definition of fiduciary under ERISA in several months, Phyllis Borzi the DOLs EBSA, told AdvisorOne on Friday.
December 07, 2012
11 Senators Unite on Resolution to Protect Retirement Tax IncentivesWith fiscal cliff negotiations putting tax incentives for retirement savings potentially on the chopping block, 11 senators have voiced their support for the employer-based retirement system by joining forces on a Sense of the Congress resolution.
December 06, 2012
The Life Insurance Fiscal Cliff: No Tax Preference Is SafeThe potential elimination of many tax preferences currently afforded life insurance is one facet of todays fiscal cliff discussions that is often overlooked. In todays political environment, no tax preference is safe.