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.
When Delayed Social Security Claiming Doesn't Go as Planned
By John ManganaroWhat happens when a couple decides to delay one benefit until 70 and a spouse dies early?
March 12, 2024
Income Planning and Health: Life Expectancy Affects SavingHealthView develops forecasts to estimate how much advisors' clients will spend on health care as they age.
March 12, 2024
More IRA Mistakes Clients MakeSome missteps are relatively easy to correct; others are more serious.
March 12, 2024
Social Security 2025 COLA Estimate Jumps to 2.4%Higher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 11, 2024
What Same-Sex Couples' Different Life Spans Mean for Their Retirement PlanningJ.P. Morgan's new Guide to Retirement reveals a pitfall of relying too closely on "average" life expectancy.
March 07, 2024
10 Facts About IRA Contributions, Balances and RolloversThe pace of rollovers has been instrumental to the IRA's success as a savings vehicle, the ICI reports.
March 05, 2024
5 Simple Explanations for Insurance TermsDitching the jargon can help create "aha" moments for prospects.
March 05, 2024
These IRA Mistakes Could Derail Your Clients' RetirementThere is a mountain of money socked away in IRAs, but that doesn't mean everyone understands the rules.