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.
Senate Bill Threatens Life of Stretch IRAs
By Melanie WaddellIndustry trade groups are up in arms over a provision in a Senate highway bill that would reduce the value of inherited IRAs, commonly referred to as stretch IRAs, and are determined to have it removed.
February 16, 2012
Women Value Financial Self-Reliance: MetLifeWomen of all ages are placing a higher priority on self-reliance in finance, according to a report released Thursday by MetLife Mature Market Institute.
February 16, 2012
No Tax Reform Without Incentives for Retirement Savings, Argue 2 CongressmenAt Washington event, two members of the House Ways and Means Committee pushed a resolution to retain current tax incentives for retirement savings. One of the two, GOP Rep. Jim Gerlach, introduces two retirement bills. Putnam's Reynolds, ASPPA's Graf lend support.
February 15, 2012
Merrill Adds Putnam to Retirement-Plan SuiteAccording to BofA, some 2,300 Merrill Lynch advisors sell defined-contribution plans, which now have about $26.5 billion in assets.
February 15, 2012
Leaders and Laggards: Advisors’ Processes Define Success in Retirement Income SupportA report released on Monday by GDC Research and Practical Perspectives highlights trends in the way advisors will have to deliver retirement income in light of low interest rates and increasing apprehension from their clients.
February 15, 2012
5 Best & Worst Broker-Dealers: Q4 EarningsBrokerage firms in the fourth quarter boosted earnings growth as high as 191% and reported declines as low as 131%AdvisorOne selected 10 to spotlight.
February 14, 2012
Top 8 Favorite U.S. Companies: 2012Harris Interactive announced the results of its 13th annual Reputation Quotient study, which ranked consumers opinion of the reputation of the most visible companies in the United States.
February 14, 2012
Retirement Officials Blast Obama Budget ProposalRetirement planning officials, including ASPPA's CEO Brian Graff, said that Obamas proposal to limit the tax benefit for retirement savings for families earning more than $250,000 is a bad proposal based on bad math.