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.
The 'Natural Next Step' to Better Social Security Claiming Decisions
By John ManganaroLifespan estimates tailored to individual factors can significantly optimize clients' strategies, Jeremy Ko’s research suggests.
November 25, 2025
Who Wants to Work After Claiming Social Security?Staying employed after starting benefits serves different purposes for different groups, a new report finds.
November 24, 2025
7 Tax-Efficient Ways to Give to Kids This Holiday SeasonThe rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.
November 24, 2025
Levine, Slott: How to Invest Roth, Traditional and Taxable Retirement AssetsLocating an investment in the right type of account can dramatically affect the amount retirees ultimately end up with.
November 22, 2025
4 Celebrity Estate Battles We Can All Learn FromSuccessful estate planning is not just about avoiding taxes or keeping things private. It’s about keeping the peace.
November 20, 2025
6 Must-Know Facts About the Roth IRA 5-Year RuleRoth individual retirement accounts offer tax-free withdrawals, but there are important rules and limits to understand.
November 18, 2025
eMoney Integrates FP Alpha Estate Planning CapabilitiesThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.
November 18, 2025
A Real Retirement Plan Is More Than MoneyPreparing financially for life after the workplace is important, Rudri Patel maintains, but it’s only half the battle.