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.
Andrew Rudd on RIAs and Retirement Income
By John SullivanThe 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
Reconsidering Reverse MortgagesTimes were tough for Dorothy Ariail back in 1977 when she became a young widow with three children.
March 23, 2012
Millionaires Don’t Have Enough to Save for Retirement, Natixis Study FindsAffluent Americans have figured out how to make money, but a big chunk of them arent sure how to make it last through retirement.
March 22, 2012
Ireland Woos Pensioners for BondsIreland plans to entice its senior citizens to invest in Irish bonds through their pension plans. If it succeeds, it could avoid having to seek a second bailout.
March 21, 2012
401(k) Strategies Even the Lazy Can Love: ASPPA SummitWorkplaces that make employees opt out of retirement plans instead of opting in have 90% participation rates.
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.