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.
Natalie Choate’s Newest Estate Planning Tips
By Joyce HansonTo 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 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.
May 03, 2012
BlackRock, Harvard: Retirees Don’t Know What They Want, but It Might Be AnnuitiesYou dont get a radically different answer when you change the wording of a question about whether you want chocolate or vanilla ice cream, but with annuities you do, says Harvard professor David Laibson.
May 01, 2012
Milevsky’s ‘7 Most Important Equations’ on Retirement Offers 7 Crucial Ideas for AdvisorsMoshe Milevsky, whose new book will be released in June, has become a rock star on the advisor lecture circuit. Why?
May 01, 2012
Fidelity: 62% Rebound in 401(k) Balances Since 2009Fidelity reported its average 401(k) balance rose to $74,600 at the end of the first quarter, up 8% from the end of the fourth quarter of 2011.
April 30, 2012
Half of Eldest Boomers Were Able to RetireIf present trends continue, Americans might not be as bad off for retirement as once thought.
April 27, 2012
Sen. McCaskill to EBSA: Reopen Fiduciary DialogueSen. Claire McCaskill, D-Mo., is pressing EBSA to re-open the dialogue EBSA started with industry trade groups regarding its data request on its fiduciary re-proposal.