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.
Fierce Opposition to Labor Department’s Fiduciary Proposal
By Dale BrownAs comments from the House committee hearing over the redefinition make clear, opposition to the DOLs redefinition of fiduciary is bipartisan and fierce.
April 06, 2012
Your Retired Client Doesn’t Have to Run Out of MoneyAdvisors 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 05, 2012
Oliver Wyman Releases Data to DOL on IRA Fiduciary CostsAfter much anticipation, Oliver Wyman released to the DOL and the SEC on Thursday the data underlying its report stating that applying a fiduciary standard to IRA recommendations is costly.
April 04, 2012
‘Target’ of Target-Date Funds Confuses Investors, SEC FindsResults of a study just released by the SEC assessing investors understanding of TDFs and advertisements related to those funds confirm that they have a number of misconceptions.
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.