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.
Kotlikoff Weighs In: Should Cash-Strapped Seniors Claim Social Security Early?
By Jane Wollman RusoffThe economist and Social Security expert talks to ThinkAdvisor about the best ways to get cash now and how to reopen the economy.
April 20, 2020
College Student Aid: Another Tax-Free Benefit of the CARES ActEmergency financial aid to college students will not be taxed, says student aid expert Mark Kantrowitz.
April 14, 2020
Wade Pfau: Pandemic Tears Up 4% RuleThe professor tells ThinkAdvisor why retirees shouldn't rely too much on investment portfolios and how they can fill the income gap.
April 14, 2020
Want to Work in Retirement? Life May Have Other PlansIn an Allianz Life survey, half of retirees left the workforce earlier than expected.
April 08, 2020
Finding Big Tax Savings in the 'Bridge Years' Between Retirement and RMDsCPA and planner Chris Wentzien tells ThinkAdvisor how he helps clients take advantage of this valuable tax-planning window.
April 07, 2020
How Are Yield Curves and Recessions Related? Not How You Think: Recessionomics, Pt. 1In part 1 of this 3-part analysis of recessions, we will look at the yield curve prior to each of the past seven U.S. recessions--you may find the results surprising.
April 06, 2020
How to Invest for Retirement at 3 Different Life StagesA well-constructed retirement portfolio needs to consider a variety of options depending on the age of the client.
April 03, 2020
Sen. Murray Presses Labor to Extend ERISA Filing DeadlinesThe stimulus law allows this in order to help retirement plans meet increasing demand for hardship withdrawals.