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.
Employees Proactive, but Still Concerned: Financial Finesse
By Danielle AndrusAlthough employees are still taking a proactive stance on retirement, market rebounds have done little to repair their confidence, research from Financial Finesse found.
May 10, 2012
How to Get the Most Out of Social Security Planning for Couples: Michael KitcesCouples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.
May 10, 2012
LIMRA: Half of Americans Not Saving for RetirementThe survey found that only a quarter of all Americans and less than a third of Americans over age 50 worked with a financial professional to plan for retirement.
May 10, 2012
Natalie Choate’s Newest Estate Planning TipsTo judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
May 10, 2012
EBRI’s Salisbury on Auto-IRA Plans: Nobody Likes a MandateSalisbury sat with AdvisorOne on Thursday at EBRIs Policy Forum in Washington to discuss some of the top issues facing the employee benefits world.
May 09, 2012
Putnam’s Reynolds: Congress Needs Push to Tackle Social SecurityTax reform will be a top priority for Congress in 2013, Bob Reynolds, CEO of Putnam Investments, said Wednesday, but Americans need to press lawmakers to put reforming Social Security on top of their list as well.
May 07, 2012
Affluent Pre-Retirees ‘Terrified’ of Health CostsHalf of affluent pre-retirees say they are terrified of the effect health care costs will have on their retirement plans, according to a report released Monday by Nationwide Financial.
May 07, 2012
DOL Issues Q&A on Retirement Plan Fee Disclosure RulesThe Department of Labors EBSA issued on Monday guidance on the requirements of new rules 408(b)2 and 404(a), which are designed to improve the transparency of fees and investment expenses in retirement plans.