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.
Five Questions for a Top Retirement Advisor
By Ed McCarthy, CFP, RICPWhat retirement issue has hit you or your clients out of left field, and how did you resolve it? The recent recession has really...
July 22, 2010
Ain't That a Kick in the HeadSimple truth: The more control government gets, the less effective it becomes. I'm embarrassed that I have to make this incredibly obvious point, but with...
July 16, 2010
Tough Talk From Social Security's Chief Actuary on RetirementTestifying before the Senate on July 15, Stephen Goss, chief actuary of the Social Security Administration, said that encouraging Americans to "work longer and be more productive can potentially contribute to meeting" financial challenges.
July 16, 2010
New 401(k) Fee and Conflict Disclosure Rule Issued by Labor Dept.The U.S. Department of Labor (DOL) issued an interim final rule on disclosure of fees and conflicts of interest affecting 401(k) and other retirement plans on Thursday, July 15.
July 15, 2010
LPL Financial to Acquire National Retirement PartnersOn the heels of its filing for a $600 million stock offering, LPL Financial announced an agreement to acquire retirement plan specialist National Retirement Partners Inc. (NRP), which will form a new division called LPL Financial Retirement Partners.
July 15, 2010
Boomers Weigh in on Value of Social SecurityThe presumption that an individual will use Social Security in a "substantial way" increases the nearer retirement looms. A recent survey by AARP found that...
July 15, 2010
Chris Dodd's Big Kiss (Off)The Dodd-Frank Wall Street Reform and Consumer Protection Act, and its 533 new rules, is now law (in contrast, Sarbanes-Oxley had 16). The firm of...
July 15, 2010
Allianz Global Investors Takes Pulse of Mass Affluent InvestorsAffluent investors have yet to translate their expectations of the markets into more realistic retirement planning, according to results of a nationwide survey of mass affluent investors by Allianz Global Investors (AGI) released Wednesday, July 14.