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.
Self-employed and micro-business tax changes include retirement savings opportunities
By Staff WriterMicro-businesses and the self-employed should be aware of a few tax law changes, including increases in retirement savings opportunities, according to The National Association for...
January 08, 2009
Working boomers: Retirement savings success6% - Increase in annual retirement income for each additional year a boomer works after retirement.* 23% - Percentage of workers 55 or older...
January 08, 2009
More workers are preserving retirement assets, study saysFrom the Employee Benefit Research Institute: An increasing percentage of retirement plan participants are preserving their retirement assets in tax-qualified accounts, but a significant number are...
January 08, 2009
Boomers await Obama's plan to overhaul retiree spendingWith a record $1.2 trillion deficit, boomers await President-elect Barack Obama's plan to overhaul Medicare and Social Security. The plan would be "a central part"...
January 08, 2009
UMAs: More than $300 billion by 2013A new report by research and advisory firm Celent shows approximately $327 billion in client household assets will be managed through unified managed accounts by...
January 08, 2009
Ten investment tips for 2009MarketWatch's Jonathon Burton offers 10 investment ideas for the new year. According to him, bonds are going to be big in 2009. Buy long-term Treasury...
January 08, 2009
Stimulus, shmimulusImmature, I know, but I couldn't think of anything better to describe our continuing need to throw good money after bad. Echoing congressional leaders, President-elect...
January 07, 2009
Affluent investors' net worth declines; many unhappy with financial advisor2010 is a long - very long - time from now for the mass of investors who took a huge financial hit in 2008. Experts...