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.
Social Security Administration launches online retirement calculator --But is it useful?
By Staff WriterThose who have enough Social Security credits to qualify for benefits can now visit the Social Security Administration's new online retirement calculator to view an...
July 16, 2008
Senate proposes ban on 401(k) debit cardsDebit cards linked to 401(k) accounts are far too easy to abuse, lawmakers are saying. For every $1,000 drawn from retirement savings, an estimated $10,000...
July 16, 2008
Selling us all shortGotta love rule-making by enforcement. If ever there was a tool specifically to look for scapegoats, this is it. A particular action may not be...
July 16, 2008
Getting screwed by the SECGotta love rule-making by enforcement. If ever there was a tool specifically to look for scapegoats, this is it. A particular action may not be...
July 15, 2008
Saving for women's retirementA study by Hewitt Associates shows that women continue to be behind in saving for retirement compared to men. Longer life spans and lower pay...
July 14, 2008
Gloomy boomers66% - Percentage of boomers who feel it is harder now to get ahead than 10 years ago. 86% - Percentage of boomers who...
July 14, 2008
Moral hazardNo, we're not being flip. Anyone who thinks the latest plan for Freddie and Fannie won't lead to exactly the same problem (or one that's...
July 11, 2008
Defined-contribution plans set for growth and changeDefined-contribution plans are growing and changing fast. The Associated Press reports the defined-contribution market is estimated to double in size by 2015 to $7.5 trillion...