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.
Your Retired Client Doesn’t Have to Run Out of Money
By Joyce HansonAdvisors can help clients avoid running out of money before they die by computing a funded ratio that measures surpluses or shortages, say Russell's Adaptive Investing researchers.
April 04, 2012
Obama Budget Would Eliminate IRA Benefits for Upper Middle ClassIt is not just the rich who might find themselves subject to substantially higher taxes in 2013several initiatives in Obamas 2013 budget proposal would eliminate many important tax benefits of retirement savings plans for upper-middle-class taxpayers.
March 29, 2012
Benartzi on Retirement Income Challenge: ‘Airplanes Without Landing Gear’Professor Shlomo Benartzi's new book laments inability to land retirement plans with income streams.
March 29, 2012
Reverse Mortgages and Retirement Planning: Bridging the Income GapReverse mortgages, while often overlooked as a planning tool, are increasingly taking on an important role in effective retirement planning.
March 28, 2012
Happy Roth IRA Day!What, you missed it? Sure, its not as widely celebrated as Quirky Country Music Song Titles Day or Bunsen Burner Day, but these things take time.
March 26, 2012
Andrew Rudd on RIAs and Retirement IncomeThe always-charming Andrew Rudd of ASI Advisor Software has a knack for making complicated subjects easy to understand (he does have a Ph.D., after all).
March 26, 2012
EBSA Cracks Down on Retirement Plan AdvisorsProminent retirement planning officials are warning advisors to make sure that the retirement plans they advise are compliant with Department of Labor rules, as the DOLs regulatory arm responsible for policing these plans is cracking down.
March 26, 2012
Tame Risk for a More Rewarding RetirementA tidal wave of baby boomers is rolling into retirement and about 76 million peopleroughly 10,000 a daywill turn 65 over the next two decades.