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.
Alicia Munnell's Social Security Bridge v. Annuities Income Planning Smackdown
By Allison BellMunnell contends that, for typical retirement savers, putting off the Social Security benefits start date will be critical.
December 21, 2019
Trump Signs Secure Act Into Law With Spending BillAlong with retirement planning changes, the law allows 529 plans to be used to repay college loans.
December 19, 2019
Senate Passes Secure Act With Spending BillTrump is expected to sign it into law Friday; Andy Friedman notes some less-noticed aspects of the bill.
December 18, 2019
10 Annuity Tax Facts You Should KnowWhat's the tax treatment for an annuity with a long-term care rider? Find answer to this and other key tax questions.
December 18, 2019
New Schwab Tool Helps Investors Withdraw Retirement IncomeSchwab Intelligent Income is intended to help investors handle the financial transition to retirement.
December 17, 2019
The Mega Backdoor Roth IRA and Other Ways to Maximize a 401(k)Many 401(k) plans allow after-tax contributions, creating financial planning opportunities that are often overlooked.
December 16, 2019
HSA Minimum Cash Balances Come With an Unseen PriceThe author wants HSA providers to unshackle the account owners' cash.
December 04, 2019
Life Groups Back Quick Adoption of State Regulators' Sales Standards ProposalTwo consumer groups say the current NAIC draft is weaker than the SEC's Regulation BI standard.