Income Planning

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  Post-Retirement Health Care: A Quarter-Million-Dollar Dilemma

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  May 25, 2012

  Many of your clients retiring this year are likely to incur about $240,000 per couple in out-of-pocket health care expenses during retirement. How do you advise them to cover these expenses on a fixed income?

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  Employees Report Low Financial Stress—Maybe Too Low

  By Danielle Andrus, AdvisorOne  |  May 24, 2012

  Employees who are the least stressed are the farthest behind in financial planning, a Financial Finesse report found.

• Clarity of Vision for Retirement Advisors

  By Robert Tyndall  |  May 24, 2012

  In a static and slow-moving economy, it is pretty easy to see the few sectors that have attained velocity.

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  6 Moves Advisors Should Make in ‘Volatile’ 2012: Andy Friedman

  By James J. Green, AdvisorOne  |  May 22, 2012

  The election, the Supreme Court ruling on Obama's health care law, and tax and deficit issues at year-end will keep markets volatile, attorney Andy Friedman says.

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  Seven Misconceptions About ESOPs

  By Jerry Ripperger  |  May 22, 2012

  A treasure trove of baby boomer assets are buried in business ownership.

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  Renowned Planner Evensky Joins RMA Designation Board

  By Melanie Waddell, AdvisorOne  |  May 16, 2012

  Renowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program.

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  Fidelity: Retiree Medical Care Will Cost as Much as House

  By John Sullivan, Advisorone  |  May 15, 2012

  A 65-year-old couple retiring in 2012 is estimated to need $240,000 to cover medical expenses throughout retirement.

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  The Principal Launches Online Resource to Help Firms Comply with DOL Fee Rules

  By Melanie Waddell, AdvisorOne  |  May 15, 2012

  As the deadline to comply with the DOL's fee disclosure rules 408(b)2 and 404(a) draws closer, The Principal Financial Group announced Tuesday that it has created an online resource to help advisors educate clients about plan fees.

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  LPL Launches Program to Ease Retirement Plan Rollovers

  By James J. Green, AdvisorOne  |  May 15, 2012

  The first iteration of the Rollover Results Program is designed to provide education to plan participants and expedite rollovers to LPL representatives.

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  Mercer Launches ‘My Retirement Workshop’ Site

  By Melanie Waddell, AdvisorOne  |  May 14, 2012

  Mercer, the global benefits administrator, announced Monday that it has launched an online retirement planning website called My Retirement Workshop designed to help 401(k) participants “fix” their retirement plans.