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.
Employee Savings Rates Hit Record in Q2
By Michael S. FischerA study from Fidelity says millennial ownership of IRAs increased by 20% year over year.
August 20, 2019
Deferred Income Annuities: Loved by Economists, Ignored by InvestorsA Brookings paper explains how these products make longevity insurance relatively cheap and says new legislation could make them more popular.
August 14, 2019
Advisors Less Worried About Social Security Cuts Than Their Clients: SurveyThe American College survey focused on advisors certified as retirement income specialists.
August 09, 2019
Fidelity Expands Student Debt Benefit ProgramThe new options are part of a growing trend tying workplace benefits to repayment of student loan debt.
August 08, 2019
Fixed Indexed Annuities Stage a ComebackRIAs are becoming more active in the market for FIAs, which are rebounding after the demise of Labor's fiduciary rule.
August 06, 2019
Financial Abuse in Marriage: What Advisors Can DoThere are five types of financial abuse advisors should watch for, lawyer Jacqueline Newman tells ThinkAdvisor.
August 06, 2019
An Annuity Alternative That Simplifies Retiree PayoutsManaged payout funds are "a major alternative to an annuity," AARP's David John says.
August 01, 2019
Tell Clients About Sequence of Returns RiskThe author takes a hard look at Trish and Roberto, and finds that Roberto has problems.