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.
Employees Want Control of Retirement Assets, Expect Guidance
By Danielle AndrusING Retirement Research Institute released a white paper Monday outlining employees' retirement dilemma; namely that while employees want control of their assets, they're not sure about how to invest them, and turn to their employers for guidance.
April 01, 2011
Cutting Retirement Plan Tax Break Would Hurt Low-Income Workers Most: EBRI SurveyLower-income workers would be far more likely than higher-income counterparts to reduce their contributions if Congress were to lower or eliminate the tax exclusion for employee contributions for retirement savings plans, according to new findings by the Employee Benefit Research Institute released Wednesday.
April 01, 2011
Retiring Boomers Press Advisors for More Guidance, Report FindsAdvisors are struggling to meet the demand for retirement guidance and products from the increasing number of boomers preparing to retire, a report found.
April 01, 2011
New Putnam Web Tool Spurs 401(k) Savings Rate RisePutnam Investments released a survey Thursday which found that over one-third of 401(k) participants have changed their deferral rate, and of those, 80% increased their savings rate.
March 31, 2011
Investing After Chaos: BofA’s Krawchek Hosts Talk With Bremmer, HartnettWith the economic curveballs being thrown at the world in the past few weeks from the situations in Japan and the Middle East/North Africa region, Sallie Krawchek, president of Bank of America Global Wealth and Investment Management hosted a webcast on March 21 that discussed the dangers and opportunities...
March 28, 2011
Look at Both Sides of Retiring Clients' Balance SheetsMany financial advisors take, I believe, too narrow a view of their retiring clients’ finances to give them the most effective advice.
March 28, 2011
Big Tax Bite Awaits Retirees Who Miss April 1 Deadline for Plan RMDsFidelity Investments urges advisors to make sure clients who turned 70-1/2 in 2010 take their RMD in time, so they don’t face a 50% tax penalty.
March 24, 2011
Retirement Income Market ExpandsThe market for retirement income products is expanding, according to a report released Tuesday by the Financial Research Corporation.