Retirement Planning

Potential changes from the Biden administration and the specter of retroactivity loom large.

Companies are increasingly creating formal programs in order to address the unique planning, structural and tax needs of these clients. Why?

Cooper, 56, the firm’s chief investment officer, joined Lincoln in 2012.

Advisors, consultants and plan sponsors have all become more familiar with CITs, making it increasingly likely the trusts will be considered as alternatives to mutual funds.

In a statement before the Senate Finance Committee, XYPN co-founders Michael Kitces and Alan Moore said a provision in the Retirement Security and Savings Act would unfairly benefit record-keepers and could result in conflicted advice.

The dynamic retirement spending strategies will help advisors keep decumulation phase income plans flexible and on track.

'Cognitive decline is another risk, so let's plan for it just like we're planning for inflation or investment losses.'

Courts have ruled funding pooled special needs trusts after age 65 is not an uncompensated transfer.

Alight went public in July through a merger with Foley Trasimene Acquisition Corp.

A roundup of recent industry surveys.