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.
Economic Impact of BP Oil Leak Continues to Climb
By Bob KeaneBP spending $40 million per day as stock price sinks and takeover rumors rumble.
June 03, 2010
'Do Over' Social Security Repayment Provision Entices Many RetireesWhile much is made of the drawbacks of taking payments early on in retirement, a little-known "do-over" provision in the Social Security code, as well as two other provisions related to divorce, is getting significantly more attention.
June 02, 2010
Bullish MFS Strategist Swanson Sees America in Full-Swing RecoveryThe U.S. economy is well into recovery--and that means American retirees need to take a closer look at their spending and saving patterns, MFS Investment Management chief investment strategist James Swanson said in a midyear investment outlook on June 2.
June 02, 2010
Retirement Planning Guide released for LGBT Individuals and CouplesWith domestic partner laws state-dependant and inconsistent, lesbian, gay, bisexual and transgendered individuals and couples often have trouble securing a legacy. In order to help...
June 01, 2010
Advisors Expanding Retirement Income Offerings, Survey FindsPolarized attitudes toward annuities remain; more focus on risk
June 01, 2010
Tax Extenders Bill Passes House, Heads for SenateBill addresses DB funding relief, 401(k) fee disclosure, carried interest loophole
June 01, 2010
Retirement NewsCarlo DiFlorio, the new head of the Securities and Exchange Commission's (SEC) Office of Compliance Inspections and Examinations (OCIE), told attendees at the Insured Retirement...
June 01, 2010
Insurance Update: Easy Monthly Payments (for Retirement)At the beginning of February, the Department of Labor and the Treasury Department issued a request for information (RFI) on "Lifetime Income Options for Participants...