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.
Americans Increasingly Want to Spend Retirement in Multiple Countries
By Michael S. FischerMany future retirees, International Living finds, are designing lifestyles around experiences, climate preferences, travel opportunities and personal interests.
July 15, 2026
PRO
Challenging the 4% Rule, Blanchett Boosts 'Guided' Spending RatesWith a flexible approach, retirees could draw much more from portfolios, the Prudential researcher's report says.
July 14, 2026
Social Security 2100 Act ReturnsThe revised bill eliminates the payroll tax wage cap, among other changes to the program.
July 13, 2026
Suze Orman Is Wrong About Dividend Stocks in Retirement — and She Isn't AloneThe idea that dividends are income is everywhere in personal finance. For retirees, that's potentially harmful.
July 13, 2026
PRO
Income and Tax Planning for Clients Working at 70 or BeyondOlder workers and their advisors have important decisions to make around RMD planning, tax deductions and health coverage.
July 07, 2026
PRO
Clients May Need Advisor Help as Target-Date Fund Annuities Gain SteamLifetime income products are expected to proliferate within retirement plans. Clients will have complex choices to make.
July 06, 2026
Debate: Do HSAs Address Healthcare Affordability Gaps?Many Republicans in Congress have advocated for expanding health savings accounts as a solution to the affordability issue.
July 06, 2026
Why 'I've Hit My Number' Is a Lousy Reason to Retire: Christine BenzThis statement should set off alarm bells, especially with a stock-heavy portfolio, Morningstar's retirement planning director says.