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.
Retirement Plan Advisor, August 2009: Stable Value as QDIA Up for Debate Again
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniNow that the retirement finance dialogue has once again shifted to the need for Americans to put their money into secure investment vehicles, stable value funds are on the menu.
May 12, 2010
NFIB Index Shows Small-Business Optimism at 19-Month HighBy Joyce Hanson After seven straight quarters of readings below 90, the National Federation of Independent Business' index of small business optimism showed a 3.8-point gain...
May 12, 2010
LIMRA: Income Planning Gets More Advisor AttentionRetirement income planning is taking on more prominence in advisors' practices.
May 11, 2010
LIMRA: Income Planning Gets More Advisor AttentionRetirement income planning is taking on more prominence in advisors' practices.
May 10, 2010
Fiduciary Expert Ron Rhoades on the Status of the Broker/Dealer Exemption(This story originally appeared on WealthManagerWeb.com) Whatever happened to the repeal of the broker/dealer exemption allowing brokers to give advice to customers--but not require a fiduciary...
May 07, 2010
Phil Demuth, Advisor and Bestselling Author, on Why Roth Conversions Are Falling FlatIt was supposed to be the perfect confluence of events. Tax law changes embedded in the Tax Increase Prevention and Reconciliation Act of 2005 lifted income restrictions on those converting from Traditional IRAs to Roth IRAs in 2010.
May 07, 2010
Weekend interview: Phil Demuth, advisor and bestselling author, on why Roth conversions are falling flatIt was supposed to be the perfect confluence of events. Tax law changes embedded in the Tax Increase Prevention and Reconciliation Act of 2005 lifted...
May 06, 2010
Boomers go to the dogsCould dog breeding be a buffer against outliving retirement income? Probably not, but pet ownership, especially dogs, is common among people over 50, according to...