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.
300% Hike in Dividend Tax Will Starve Economic Engine, AEI Scholars Say
By Gil WeinreichTwo scholars at AEI say Washington is about to tax, and thereby make more scarce, the fuel that drives investment in the economy. The sharp tax spike well likely also depress stock market performance.
March 01, 2012
401(k)s to Overtake Pensions as Primary Retirement Vehicle in 2012For the first time, in 2012, more people will be saving for retirement in 401(k)-type plans than in traditional pensions, and that means employees need better guidance from plan sponsors, State Street Global Advisors reported in late January.
March 01, 2012
In 2011, Employees Less Stressed, More Focused on Retirement: Financial FinesseLooking back at 2011, employees continued to reduce their stress and worked to improve their financial situation, according to Financial Finesse.
March 01, 2012
Top 10 Biggest College Savings PlansTotal 529 savings plan assets topped $144 billion at the end of 2011, a 7.3% increase from the third quarter, according to Financial Research Corp.
February 29, 2012
Small Business Owners Underprepared for RetirementSmall business owners are overwhelmingly concerned about retirement, but have done little to prepare for it.
February 29, 2012
Social Security Secret: How to Add Thousands to Retired Clients’ IncomesEvensky Katz advisor Brett Horowitz reveals how extra income can be gained by applying little known Social Security Administration rules.
February 29, 2012
DOL ‘Disappointed’ With Industry Input on Fiduciary IRA RequestThe Department of Labors EBSA says it is disappointed that industry trade groups could not provide more data by the Feb. 24 deadline, and it's "bewildered" that the data underlying the Oliver Wyman report is "not forthcoming."
February 29, 2012
Top 7 Tips for Advisors to Create Best Retirement PlansAverage DC plans often have insufficient participation, low savings rates, murky fee disclosure and too many investment options. Here's how to beat the odds by improving a retirement plan.