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.
Jefferson National Adds Alternative Investments to Help ‘Fiscal Cliff’ Anxiety
By John SullivanMore than 68% of advisors have increased their use of alternative investments.
November 27, 2012
Tax Reform ‘Threat’ Will Hurt 401(k)s, ASPPA WarnsIt doesnt have quite the emotional resonance of Save the Whales, but its endangered nonetheless.
November 26, 2012
Planning for Disaster: Using Behavioral Finance to Shape StrategyIn 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 21, 2012
Three Steps to Starting a Retirement-Plan Advice PracticeEach of the three classic prospecting steps I followed can be replicated by any other advisor.
November 21, 2012
Surprising Findings From MassMutual Review of Its Retirement PlansAlthough more participants in DC plans are from Gen Y or Gen X, boomers hold a larger percentage of assets, according to an analysis by MassMutual of retirement plans administered by the firm.
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.