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.
How to Become a Retirement Advisor
By Gil WeinreichBill Kantner had the kind of problem most advisors only dream of: 90 prospects from the same company were ready to retire and he needed a way to support their needs. Zachary Parker of Securities America had a solution.
April 25, 2012
TDFs Have Best Quarter Since 2010The average return for target maturity funds last quarter came in 3.5% under the S&P 500 at nearly 9%, but beat the BarCap U.S. Aggregate Bond Index by over 8.5%, according to the Ibbotson Target Maturity Report.
April 25, 2012
How Are Advisors Managing in a Low-Rate Environment?While the Federal Reserve's reaffirmation Wednesday of its zero-rate policy is great news for home buyers, low rates remain a significant challenge to retirees and their financial advisors...
April 24, 2012
The 2012 IA 25Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.
April 24, 2012
Social Security Assets ‘Adequate’ for 10 Years, Deficits Begin 2021Disability trust fund will run dry in 2016, OASI in 2035, according to the 2012 Social Security Trustees report.
April 24, 2012
Free J.P. Morgan Retirement Guide Helps Advisors Talk to ClientsThe J.P. Morgan Funds Guide to Retirement provides talking points for advisors in chart or graph format as they discuss issues with clients
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.