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.
What Problem Exactly Is DOL Trying to Solve by Redefining ‘Fiduciary?'
By Dale BrownOne thing we do know: the significant unintended consequence of forcing higher fees for IRA investors.
March 09, 2012
Gen X and Y Investors Worry Retirement Savings Won't Be EnoughOnly a little more than one-third of investors between the ages of 21 and 50 are confident they will have enough money for retirement, according to a study released Thursday by T. Rowe Price.
March 07, 2012
300% Hike in Dividend Tax Will Starve Economic Engine, AEI Scholars SayTwo scholars at AEI say Washington is about to tax, and thereby make more scarce, the fuel that drives investment in the economy. The sharp tax spike well likely also depress stock market performance.
March 06, 2012
Pension Funded Status at Highest Level Since August 2011Pension funded status rose to more than 76% in February after five consecutive months of equities rallies, BNY Mellon reported on Friday.
March 05, 2012
Social Security Secret: Advisor’s Dogged Pursuit Bears Fruit for ClientsHow Evensky Katz advisor Brett Horowitz pursued answers from the Social Security Administration to confirm a little-known filing procedure that greatly benefits recipients.
March 01, 2012
401(k)s to Overtake Pensions as Primary Retirement Vehicle in 2012For the first time, in 2012, more people will be saving for retirement in 401(k)-type plans than in traditional pensions, and that means employees need better guidance from plan sponsors, State Street Global Advisors reported in late January.
March 01, 2012
In 2011, Employees Less Stressed, More Focused on Retirement: Financial FinesseLooking back at 2011, employees continued to reduce their stress and worked to improve their financial situation, according to Financial Finesse.
March 01, 2012
Top 10 Biggest College Savings PlansTotal 529 savings plan assets topped $144 billion at the end of 2011, a 7.3% increase from the third quarter, according to Financial Research Corp.