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.
Gen X: Lonely Hearts, Empty Wallets
By Danielle AndrusA report released Monday by the Insured Retirement Institute found while overall, Gen X investors lack retirement confidencetwo-thirds doubt theyll have enough money to live comfortably in retirement or cover medical expensesmarital status is an indicator of how well prepared they are.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
January 19, 2012
6 Critical Trends for Retirement Plans in 2012Lincoln Trust released a report on six megatrends that would affect the retirement plan industry in 2012.
January 18, 2012
Top 25 Fastest Growing Fund ManagersQuite a few of the top 25 fastest growing fund managers for last year came from boutique firms, according to Strategic Insights Simfund database.
January 17, 2012
401(k)s: Average Small Plan Expenses Exceed Large Plans’ CostsAverage expenses for small retirement plans are 1.3%, according to the 401k Averages Book, which published the 12th edition of its annual benchmark report on 401(k) fees on Tuesday.
January 16, 2012
Raising Age for Social Security, Medicare Would Cut Both Ways: CBOThe CBO released three projections for raising various eligibility ages, and they showed spending would be reduced but so would access to health care.
January 16, 2012
Industry Groups to DOL: ‘Clarify’ Fiduciary IRA RequestIndustry trade groups told the DOL in a Jan. 12 letter that it would be impossible for them to provide data concerning conflicts of interests that brokers face in advising IRAs by Jan. 15.
January 13, 2012
Financial Wellness Programs Lead to Less Stress, Health-Care Savings: Financial FinessePeople who are stressed out not are as healthy as people who are less stressed.