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.
Why Workers Aren't Boosting Retirement Savings
By Michael S. FischerA Bankrate.com study highlights the financial pressures and varied attitudes influencing Americans' retirement contributions.
August 21, 2019
Advisors' Advice: Top 11 Retirement Planning Questions Clients Ask"When can I retire?" "Will I have enough?" Advisors told us how they answer these questions and more.
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.