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.
Secure Act Quirk Opens a Tax Savings Window in IRAs
By Janet LevauxPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
January 02, 2020
10 Best Foreign Countries for Retirement: 2020International Living ranked the countries based on costs, quality-of-life data and their staff's experiences.
December 31, 2019
Don't Forget: Your Clients' Social Security Benefits Are TaxedMany recipients are subject to taxation of their benefits because they were never indexed to inflation.
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.