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.
LPL Launches Program to Ease Retirement Plan Rollovers
By James J. GreenThe first iteration of the Rollover Results Program is designed to provide education to plan participants and expedite rollovers to LPL representatives.
May 11, 2012
Robert Pozen: The 2012 IA 25 Extended ProfileAs chairman emeritus of MFS Investment Management, Robert Pozen used his bully pulpit to argue for Social Security reform and the protection of Americans retirement assets.
May 11, 2012
Zvi Bodie: I Bonds Are Best for Most InvestorsZvi Bodie, safe-investing proponent, says Series I savings bonds are the best investment for most people, yet few know about these inflation-protected bonds.
May 11, 2012
Employees Proactive, but Still Concerned: Financial FinesseAlthough employees are still taking a proactive stance on retirement, market rebounds have done little to repair their confidence, research from Financial Finesse found.
May 11, 2012
Women, Gen Y Save More, Boost Account Balances: MassMutualWomen and young investors are saving more and retirement plan participants overall are borrowing less, MassMutuals Retirement Services Division announced on Tuesday.
May 10, 2012
Richard Lampen: The 2012 IA 25 Extended ProfileA person could be forgiven for not immediately connecting Ladenburg Thalmann to the independent space; the firms sea change in strategy occurred only a few years ago, after all.
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.