Income Planning

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  IRA Cap Gives Rise to New Funding Strategies

  By John Sullivan, AdvisorOne  |  April 17, 2013

  As with the Whac-A-Mole carnival game, new regulation means new opportunity.

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  What Advisors Don’t Know About Variable Annuities: GLIBs

  By Mike Henkel, Achaean  |  April 16, 2013

  In the third post of our series on variable annuities, we look at the choices policyholders need to make regarding the guaranteed lifetime income benefit.

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  94% of Pension Plans Underfunded: Wilshire

  By John Sullivan, AdvisorOne  |  April 11, 2013

  A low-interest-rate environment is wreaking havoc with corporate defined benefit plans.

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  TRAU to Launch Plan Sponsor University

  By Danielle Andrus, AdvisorOne  |  April 8, 2013

  As the Department of Labor becomes more interested in how retirement plan sponsors run their plans, educating not just participants but the sponsors themselves becomes more important.

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  How to Spring Into the Retirement Plan Space

  By Ric Lager  |  April 8, 2013

  With a few key prospecting steps, advisors can position themselves for growth with corporate and individual clients

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  What Advisors Don’t Know About Variable Annuities: VA Mechanics

  By Mike Henkel, Achaean  |  April 2, 2013

  To understand how VAs differ and where they fit in a client’s portfolio, first understand their common traits, like how a guaranteed withdrawal rate actually works.

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  Variable Annuity Sales Slide as Income Annuities Reach Record

  By John Sullivan, AdvisorOne  |  March 29, 2013

  Overall VA sales trended downward compared with 2011, but were relatively even with 2010 levels.

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  Best and Worst States for Savings Accounts

  By John Sullivan, AdvisorOne  |  March 29, 2013

  Surprisingly, states with high unemployment and dire fiscal situations fared well.

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  Black Caucus Members Balk at DOL Fiduciary Rule

  By Melanie Waddell, AdvisorOne  |  March 28, 2013

  The Congressional Black Caucus is warning the DOL that its plan to extend ERISA’s fiduciary standard to IRAs will hurt African-American savers.

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  Even Affluent Women Fear Becoming ‘Bag Ladies’

  By John Sullivan, AdvisorOne  |  March 28, 2013

  Fears of degenerating to the point of a destitute bag lady might elicit a smirk, but a new study from Allianz Life makes clear it’s nothing to laugh about.