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.
IRS Withdrawal Calculation Offers Alternative to Standard 4%
By John SullivanHeres a news flash; the IRS offers a calculation that actually helps consumers. Who knew?
August 27, 2012
Viewing Life Insurance as an Asset ClassThere are ways to look at coverage that can give advisors and clients further insights into their portfolio allocations and insurance-buying decisions, experts say.
August 27, 2012
Life Settlements—Are They Back?One question financial advisors should be asking themselves today is whether life settlements have returned to the fold as a viable tool in their clients planning strategies.
August 27, 2012
Advisors’ Mistakes on Social Security Advice Hurt WidowsA new study finds advisors tend to overlook the complex interactions of retirement, spousal and survivor benefits. The result is especially detrimental to widows, says Andrew Biggs of the American Enterprise Institute.
August 24, 2012
Asset Allocation Is Overrated in Retirement Plans: PutnamWhat factors are most important to the success of defined contribution plan participants?
August 24, 2012
Pre-Retiree Income Crushed Since Beginning of ‘Recovery’Maybe recovery no longer means what we think. A new report from Sentier Research finds that almost every cohort it studied is worse off now than it was three years ago.
August 24, 2012
12 Best & Worst Broker-Dealers: Q2 EarningsEarnings fell as much as 58%, but also jumped over 600% within the broker-dealer industryAdvisorOne spotlights the six best and six worst.
August 24, 2012
TD Ameritrade Poll Finds Investors Shying Away From RiskAs is often said, the pain of discipline is nothing compared with the pain of regret, something that advisors believe applies to investing.