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.
No Tax Reform Without Incentives for Retirement Savings, Argue 2 Congressmen
By Melanie WaddellAt Washington event, two members of the House Ways and Means Committee pushed a resolution to retain current tax incentives for retirement savings. One of the two, GOP Rep. Jim Gerlach, introduces two retirement bills. Putnam's Reynolds, ASPPA's Graf lend support.
February 15, 2012
5 Best & Worst Broker-Dealers: Q4 EarningsBrokerage firms in the fourth quarter boosted earnings growth as high as 191% and reported declines as low as 131%AdvisorOne selected 10 to spotlight.
February 14, 2012
Top 8 Favorite U.S. Companies: 2012Harris Interactive announced the results of its 13th annual Reputation Quotient study, which ranked consumers opinion of the reputation of the most visible companies in the United States.
February 14, 2012
Retirement Officials Blast Obama Budget ProposalRetirement planning officials, including ASPPA's CEO Brian Graff, said that Obamas proposal to limit the tax benefit for retirement savings for families earning more than $250,000 is a bad proposal based on bad math.
February 14, 2012
Housing, Health Costs Top Expenses for Older AmericansIn this age of longer life spans, age 50 might not seem old, but housing and health care spending are having a significant impact on the older 50 cohort, one thats growing.
February 11, 2012
Stand-Alone Living Benefits–Guaranteeing Lifetime Income Without an AnnuityA product that can fill a need when clients are wary of annuities.
February 10, 2012
Average 401(k) Contribution Increased in 2011: FidelityThe average employee contribution to a 401(k) plan rose slightly in 2011, Fidelity Investments reported Thursday.
February 10, 2012
Weighing Buckets vs. Systematic Withdrawals for RetireesOne of the key strategic decisions advisors who work with retiring clients face is whether to use systematic withdrawals or the bucket approach to serve retirement investors. An analysis reveals that one approach is psychologically more satisfying while the other offers superior financial results.