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.
Challenging and Exposing Conventional Income Planning: How to Create More Income and Conduct Better Planning With Annuities
By Barry GoldwaterWhen your clients subscribe to income planning that keeps them a slave to principal protection, the planning has come to a halt. What more is there to do but find places for their money to accomplish this goal and keep track of fees along the way?
July 07, 2010
SEC Announces New Target-Date Fund RulesA look at several of the Securities and Exchange Commission's proposed new rules for target-date funds, as explained by Mary Shapiro.
July 07, 2010
Five Ways to Free Up Retirement Cash FlowSeveral financial advisors share strategies on maximizing Social Security, home equity and other resources.
July 07, 2010
NAPFA Elects New Board Members; Two Organization Veterans Return to Leadership RolesThe National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.
July 07, 2010
Challenging and Exposing Conventional Income Planning: How to Create More Income and Conduct Better Planning With AnnuitiesWhen your clients subscribe to income planning that keeps them a slave to principal protection, the planning has come to a halt. What more is there to do but find places for their money to accomplish this goal and keep track of fees along the way?
July 02, 2010
SEC Cracks Down on Pay-to-PlayRule prohibits an advisor from providing advisory services for compensation for two years.
July 01, 2010
Retirement Planning: News & ProductsOn May 28 the House passed the American Jobs and Closing Tax Loopholes Act (H.R. 4213), which not only gives various tax cuts, but provides...
July 01, 2010
Boomers 'Worse Off' Than Before the RecessionSurprisingly, 21 percent of Americans say they are actually better off now than before the recession began. That doesn't include boomers, unfortunately. According to a...