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.
Millionaires Don’t Have Enough to Save for Retirement, Natixis Study Finds
By Danielle AndrusAffluent Americans have figured out how to make money, but a big chunk of them arent sure how to make it last through retirement.
March 21, 2012
Lawmakers Grill DOL’s Solis on Fiduciary Duty RedraftAt a House hearing, lawmakers took Labor Secretary Hilda Solis to task Wednesday over how the DOLs recrafting of its fiduciary rule is progressingspecifically on the timing of the re-proposed rule and the rules inclusion of IRAs.
March 21, 2012
Employee Benefits and Taxes, Pt. 2: Tax Treatment of Lump Sum DistributionsFrom Tax Facts Online, a look at special tax treatments for lump sum distributions from a qualified plan.
March 21, 2012
Retirement Plans Could Be Hit by ProposalsIn the proposed plan, contributions to plans would no longer be tax deductible, but a flat-rate refundable tax credit of 18% would be introduced instead that would serve as a federal matching contribution into a retirement savings account.
March 20, 2012
If Demographics Is Destiny, Economy Is Already Declining: Data Guru ShortIf a picture could tell a thousand words, Advisor Perspectives Doug Short, speaking at the RIIAs spring conference, probably hit the trillion mark.
March 20, 2012
IRS Makes It Easier to Buy Deferred Annuities With Retirement Plan DollarsFor clients who want to purchase deferred annuities within their retirement plans, the IRS reporting requirements have historically been so confusing that theyve served as a big deterrent. Recent guidance from the IRS has solved this problem.
March 20, 2012
Employee Benefits and Taxes, Pt. 1: Tax Treatment of Section 83 Deferred CompFrom Tax Facts Online, a look at tax consequences to both employees and employers on Section 83 funded deferred compensation agreements.
March 19, 2012
At ASPPA, TD Ameritrade Shows Focus on Retirement SpaceAt ASPPA 401(k) Summit, TDAI looks to partner with advisors entering qualified plan business: The 'right place, right time' for advisors to get into the business.