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 Planning: Estate Tax Up for Debate
By Melanie WaddellOne issue that will be a big debate in Congress this year is the estate tax. Congress must take some action on the estate tax...
May 01, 2009
Fixing 401(k)sA sagging economy and stock market have turned up the heat on 401(k) retirement plans across America. People have been losing money and they're not...
May 01, 2009
Automatic IRAs 'Highly Probable'Lou Harvey, president of Boston-based Dalbar Inc., which provides third-party audits and evaluation services to the financial-services industry, says that more change is coming in...
May 01, 2009
Is Modern Portfolio Theory Dead?Diversified Fate The last 18 months have been an unmitigated disaster. Financial planners have seen their income melt away like global warming on steroids. The stock...
May 01, 2009
The Affluentialist: Why The Affluent Need LTC InsuranceSurprising economic times can reveal fault lines in previously solid assumptions. The conventional wisdom was that the wealthy would pay for long-term nursing care out-of-pocket...
April 29, 2009
Editorial comment: What to do about financial abuse of elders?New report on elder financial abuse is a concern to retirement income planners. what elder financial abuse is, and who does it. It's time to open up discussion about it.
April 28, 2009
Survey: Advisors disappoint high net worthWhile increasing numbers of high net worth investors are seeking professional financial advice, many say they are getting turned off by their advisor's "lack of...
April 24, 2009
529 plans: The best and worst in Morningstar's annual studyA Morningstar analyst says 2008 was "terrible" for 529 plans. "In recent years, the industry made strides by lowering fees, improving investment options, and closing down...