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.
Planning for Disaster: Using Behavioral Finance to Shape Strategy
By Savita Iyer-AhrestaniIn the aftermath of Hurricane Sandys destruction, financial advisors across the country may be experiencing a sudden rush of clients eager to revisit their financial plans and make sure they are in the best possible shape.
November 20, 2012
Forget the Cliff, 3.8% Obamacare Tax Is Coming: What Advisors Are Telling ClientsThe 3.8% tax on investment income that kicks in Jan. 1 is being overlooked by some, but advisors are getting their clients ready now .
November 20, 2012
Why Not Just Fall Off the Fiscal Cliff?Contrarians and some politicos on both the left and the right have started to ask the forbidden question: Why not just fall off the fiscal cliff?
November 20, 2012
IRS Relaxes Withdrawal Rules for Sandy VictimsThe IRS announced on Nov. 16 that Americans affected by Hurricane Sandy would be able to take advantage of relaxed rules regarding loans and hardship withdrawals from 401(k) and employer-sponsored plans.
November 20, 2012
Annuity Sales Struggle Due to Low Rates: LIMRAGuaranteed living benefit riders were a bright spot in an otherwise dismal third quarter.
November 19, 2012
What’s the Price of Retiree Confidence? Wells Fargo Has the AnswerAmericans are feeling better about their retirement prospects, or at least mass affluent Americans are.
November 19, 2012
Guaranteed Income Without an Annuity: A Product Whose Time Has Come?Talk about filling a need. Aria Retirement Solutions has a guaranteed income source without the variable annuity chassisand advisors are catching on.
November 17, 2012
Greenspan: ‘Markets Will Crater’ With Fiscal CliffFormer Fed chairman says moderate recession is cheap price of coming crisis.