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.
Individuals’ Combined IRA Balance Higher Than Overall Average
By Danielle AndrusAverage IRA balances are about a third higher, and the median balance is about 42% higher, when an individuals multiple accounts are considered together, the EBRI found.
June 04, 2012
LGBT Investors, Despite Obstacles, Confident About Retirement ProspectsLesbian, gay, bisexual and transgender investors face several unique challenges in preparing for retirement, including those stemming from a lack of federal marriage and inheritance rights.
June 01, 2012
LPL-Affiliated Retirement Group Hires 5 ConsultantsThe advisors join the $7 billion advisory firm in locations across the West and Midwest.
May 31, 2012
The Problem With Essential vs. Discretionary Retirement Strategies: Pt. 1In planning for retiring clients, it's crucial to get an understanding of what the client's goals are in the first place.
May 29, 2012
3 Major Changes to 529 PlansStates have been lowering fees and adding FDIC-insured CDs, among other notable adjustments of which advisors should be aware.
May 25, 2012
Post-Retirement Health Care: A Quarter-Million-Dollar DilemmaMany of your clients retiring this year are likely to incur about $240,000 per couple in out-of-pocket health care expenses during retirement. How do you advise them to cover these expenses on a fixed income?
May 24, 2012
Clarity of Vision for Retirement AdvisorsIn a static and slow-moving economy, it is pretty easy to see the few sectors that have attained velocity.
May 24, 2012
Employees Report Low Financial Stress—Maybe Too LowEmployees who are the least stressed are the farthest behind in financial planning, a Financial Finesse report found.