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.
The 2012 IA 25
By Editorial StaffSome people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.
April 20, 2012
$50 Now or $500 Later? Most Americans Would WaitAmericans indicate they are at least interested in saving more, a poll conducted by the financial literacy website TheMint.org found.
April 19, 2012
Overfunded Roth IRAs: Shelter for the Upper Middle Class?The impending 3.8% tax on investment income scheduled to become effective in 2013 may have your upper-middle-class clients scrambling to find ways to reinvest their funds.
April 19, 2012
Social Security Trustees Will Report Large, Growing Surplus: Advocacy GroupThe Strengthen Social Security Campaign predicts that the annual Social Security Trustees Report due April 23 will say eligible Americans can count on benefits "for the next century and well beyond."
April 17, 2012
Time Bombs Lurk in Retirement Overhaul: Lawmakers, ExpertsHouse Ways and Means Committee Chairman Dave Camp warned Tuesday that a retirement overhaul in efforts to reform the tax code could "threaten the retirement security of ordinary families."
April 16, 2012
Financial Impact of Living Longer Worse Than Pension Plans ThinkWhile aging occurs slowly and imperceptibly, its financial effects can be catastrophic if not addressed now, the IMFs Global Financial Stability Report argues.
April 12, 2012
Stable Value Funds: Still Popular, Despite Fewer GuaranteesDespite a low interest-rate environment, 401(k) participants at New York Life Retirement Plan Services havent given up on stable value funds.
April 11, 2012
Retirement Portfolio Recovery Leaves Investors BehindAdvisors say their clients retirement portfolios have nearly recovered from the recession, but they arent sure their clients have.