Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
FPA Launches Longevity Planning Program
By Melanie WaddellThe program is available in its online learning center through an alliance with bQuest.
November 09, 2026
10 New Findings on How 4 Generations View Retirement PlanningEach age group in the workforce has distinct circumstances, experiences and expectations.
November 06, 2026
12 U.S. House Districts With the Most Pre-RetireesVoters in these locations may like the idea of lowering the minimum ages for Medicare and Social Security benefits eligibility.
November 03, 2026
6 Things for Retirement Planners to Know About LongevityMost clients won't live to age 95, but some will.
October 20, 2026
PRO
Buffer Annuities: Downside Protection Isn't a FloorRILAs allow investors to capture market gains, but they can be riskier than other annuities.
October 20, 2026
Widows Need a 'License to Spend': StudyIf the surviving spouse doesn't feel comfortable spending their savings, you've "essentially failed in your retirement income plan," Michael Finke says.
October 20, 2026
12 Metro Areas Where Paychecks Go the FurthestHere's where the typical worker can devote 35% or more of their income to retirement savings and fun, according to SmartAsset.
October 19, 2026
5 Ways to Help Clients Avoid RMD ConfusionMany retirees withdraw only the minimum because they misunderstand the purpose of RMDs, research finds.