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.
The hobbling of Hephaestus
By John SullivanLike every other commentator watching Athens burn, I searched for the proper mythological reference. Failing that, I quote Daniel Henninger in today's Wall Street Journal,...
May 05, 2010
How to Best Time Social Security BenefitsAdvisors need to review the financial implications of when clients start taking these benefits as part of a broader discussion about guaranteed income.
May 05, 2010
Conversions of Roth IRAs Can Build Charitable LegacyUsing a 2010 Roth conversion to enhance charitable giving benefits clients and advisors alike
May 05, 2010
Huntington Bank Opens Family Office in Columbus, OhioHuntington National Bank in Columbus, Ohio, has opened the Huntington Family Office, initially to serve high-net-worth individuals and families in the Columbus area before expanding into other Ohio markets in the near future.
May 05, 2010
EU Official Blasts Moves by Moody's and Standard & Poor's on Portugal and GreeceBy James Kanter (C) The New York Times 2010 BRUSSELS -- The European Union's financial services commissioner, Michel Barnier, vented his frustration with U.S.-based credit ratings agencies...
May 05, 2010
IRA Contributors Falling 40%, Latest Putnam Study FindsNew research finds funding for IRA down sharply in 2010, and Roth conversions are proving unpopular.
May 05, 2010
Profits at Calamos, AllianceBernstein Surge in Q1Calamos gets boost from rise in AUM; AllianceBernstein benefits from market resurgence and cost-cutting.
May 04, 2010
Confusion Clouds 401(k)-to-Roth Conversions, Fidelity Survey SaysMore than half of investors who hold old 401(k)s with former employers aren't clear whether those assets can be converted to Roth IRAs, according to findings from Fidelity Investments.