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.
Social Security COLA: Which Inflation Adjustment Is Best?
By Bernice NapachWhat the GAO found when it studied the impact of changing the inflation index used to calculate the COLA.
January 25, 2019
Annuity 'Strategies' Don't WorkHard sales tactics gave annuities a bad name. Which is too bad, because annuities solve important problems.
January 25, 2019
DC Plans' Main Focus in 2019 Is Fees: SurveyFinancial wellness and participant communication are also priorities — cybersecurity, not so much.
January 23, 2019
Technology, Retirement Plan Initiatives to Boost Life Insurance Growth: LIMRALIMRA is expecting to see good news for retirement savings.
January 22, 2019
BlackRock's Data Leak Hits 20,000 Advisors, Most With LPLThe ETF provider says the accidental disclosures did not include any details about investor clients and "no sensitive personal or financial information" about advisors.
January 18, 2019
12 Worst States for Retirement: 2019These states ranked the lowest on affordability, health care and quality of life for retirees, according to WalletHub.
January 18, 2019
Single Women Most Likely to Face Retirement Income Shortfall: EBRIHalf of single women had retirement deficits, and 10% had shortfalls of at least $223,000.
January 17, 2019
Your Working-Age Clients Need to Understand MAGIWhat goes into MAGI, and stays out of MAGI, matters. A lot.