Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
Here's the New 'Safe' Withdrawal Rate: Morningstar
By John ManganaroWhile still lower than the traditional 4% withdrawal assumption, the new figure is appreciably higher than the 2021 rate.
December 05, 2022
Quiz: Do You Know These Annuity Tax Facts?Only the tax-savviest can ace this test, but all advisors can benefit from the refresher.
December 02, 2022
4 Trends Shaping Up in 401(k)sRetirement industry executives see a fast-growing need for trusted, fiduciary advice about retirement income.
December 01, 2022
401(k) Plans Are Coming for Your RolloversThe growth of income annuities within 401(k)s could result in more retiring workers leaving their assets in-plan.
November 17, 2022
Life Insurers Should Get Used to an Inflationary World: Fitch EconomistBrian Coulton's scenario could be rotten for stocks but great for clients with fixed annuities.
November 16, 2022
4 Retirement Tax Challenges to Consider During an Economic DownturnRocky markets hurt nearly and newly retired investors, but they also deliver key tax planning opportunities.
November 15, 2022
20 Worst States for Excess Q3 Working-Age MortalityBy pre-pandemic standards, the number of deaths of people ages 25 through 64 is still very high.
November 15, 2022
10 Retirement Planning Steps for Clients to Take Before 2023The market dislocations of 2022 have caused significant pain but also raised significant retirement planning opportunities.