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.
IRS' Top 10 Tax Facts About Early Distributions From Retirement Plans
By John SullivanDid your clients take an early distribution from their retirement plan?
March 01, 2011
Inflation, Longevity Key Factors in Risk Management for Retirement Planning: SOAAlthough majorities of pre-retirees and retirees are considering how inflation will affect their retirement income, there's still a need for better understanding and more risk management.
March 01, 2011
EU Court Says Gender Can’t Be Factor in InsuranceThe European Union’s top court ruled Tuesday that insurance companies cannot consider gender as a factor when determining premiums and payouts on such products as annuities, retirement savings and coverage for accidents.
February 23, 2011
401(k) Balances Reach 10-Year High: FidelityFidelity Investments reported Wednesday that at the end of 2010 the average 401(k) balance reached a 10-year high, rising $71,500.
February 23, 2011
Women Favor Target-Date Funds in Retirement Plans: MassMutualMassMutual's Retirement Services Division reported Tuesday that women shifted more of their retirement assets to asset allocation investments in general, but favored target-date funds.
February 18, 2011
Five Steps to a Successful Retirement Income StrategyEnvestnet/PMC’s Henkel says little thought is given to sources of retirement income.
February 18, 2011
MFS’ Doug Orton on Retirement Planning: The Weekend InterviewDoug Orton of MFS Investment Management talks about how advisors can help risk-averse clients re-enter the equity markets to boost retirement income.
February 17, 2011
Fidelity Reports Year-End Spike in Roth IRA ConversionsCompany says more investors look to minimize taxes in retirement.