Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
Many 401(k) Participants Have No Idea How Cash Will Come Out
By Allison BellSome defined contribution plan participants who have received distributions don't know whether they were annuitized benefits.
May 24, 2022
5 Worst States for Q1 COVID-19 Death TrendsFor advisors' individual clients, everything depends on life expectancy. The latest numbers are not good.
May 24, 2022
5 Low-Risk Ways to Invest Cash: Morningstar's BenzYield, guarantees and liquidity are the most important considerations for short-term investments, Christine Benz writes.
May 18, 2022
Retirement Pros Take On Inflation, 4% Rule at MorningstarChristine Benz, David Blanchett and Karsten Jeske discussed questions like whether retirees should spend less in a down market.
May 09, 2022
Inflation and Retirement Health CareThe Social Security COLA is nice, but it may not do much to help.
May 05, 2022
5 Worst States for COVID-19 Hospitalization Trends for People 50-59The pandemic spiked in January and eased February. Now, the numbers are heading back up.
May 04, 2022
How QLACs Can Help Clients Manage Inflation Risk, Reduce RMDsWith inflation spiking, QLACs may be poised to protect against the threat that rising costs pose to retirees.
May 02, 2022
Few Retirees Leave Workforce Gradually: EBRIThe realities of retirement are often different than workers expect, EBRI's long-running retirement survey finds.