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.
An impossible plea for change
By John SullivanI just read Al Gore's piece on sustainable capitalism in the Wall Street Journal, a subject I'm sure is near and dear to your baby...
November 05, 2008
Better for boomers to work longerNew research from McKinsey Global Institute (MGI) shows, given the recent economic crisis, it's actually better for boomers to work longer. According to the research, labor...
November 04, 2008
Retirees make smart decisions with 401(k) assets, study showsRetirees are not spending their defined contribution balances immediately at retirement, and are making thoughtful choices in how to spend those funds, according to new...
November 03, 2008
World equity markets register worst month in historyOctober was the worst month ever in history for world equity markets; investors lost an estimated $5.79 trillion. Standard & Poor's data shows that the...
November 01, 2008
No one is short on theories about taking required minimum distributionThere are all kinds of theories associated with taking required minimum distributions, as is evidenced by the different approaches detailed by financial advisors interviewed by Income Planning.
November 01, 2008
Five Questions for the Retirement AdvisorWhat retirement issue has hit you or your clients out of left field, and how did you resolve it? Medical premiums. They can approach $1,200 a...
November 01, 2008
Workers Nervous About RetirementIf you've sensed increased concern about retirement income from your middle-aged clients, you're right, according to the results of a phone survey done for the...