Income Planning

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  Five Steps to Improve Gen X, Y Retirement Returns: LIMRA

  By Danielle Andrus, AdvisorOne  |  April 22, 2013

  Looking back at research it released in February on Gen X and Gen Y consumers’ financial knowledge, during a media roundtable at the 2013 Retirement Industry Conference on Thursday, LIMRA identified five steps younger investors could take to improve their outcomes in retirement.

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  T. Rowe Social Security Calculator Shows Strategies to Boost Benefits

  By Joyce Hanson, AdvisorOne  |  April 22, 2013

  T. Rowe Price's Benefits Evaluator helps advisors calculate the goals-based annual dollar amount that clients stand to claim from Social Security under a variety of scenarios.

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  Mobile Technology ‘Distracting’ From Long-Term Planning: Northwestern

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Respondents across all generational cohorts are increasingly distracted by technology.

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  15 Best Investing Quotes of All Time

  By Ron Pechtimaldjian, AdvisorOne  |  April 18, 2013

  Whether markets are roaring ahead or stumbling off a cliff, good, solid advice is always needed to restrain the euphoria or soothe the panic attack.

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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.