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.
New Tax Law Eases Reporting Rules for Gig Work, Payment Apps
By John ManganaroThe One Big Beautiful Bill made a change that could greatly reduce 1099 reporting burdens for some clients.
July 31, 2025
One Big Beautiful Bill Act: A Quick Tax GuideJuly's multitrillion-dollar tax package created several new tax breaks — let the 2025 tax planning begin.
July 30, 2025
Are Annuity Buyers Gaming the System?Retirement researchers Michael Finke and David Blanchett find there are ways to maximize the value of state protections.
July 29, 2025
7 Signs Retirement Savers Are Losing ConfidenceHigher inflation isn’t the only cause of diminishing optimism in Americans’ retirement prospects, Schwab finds.
July 28, 2025
Don’t Be Fooled: TIPS Are a Powerful Retirement Planning ToolRetirement researcher Wade Pfau is a fan of Treasury inflation-protected securities, including in times of lower inflation.
July 25, 2025
9 States Where Retirees Are Least Likely to Outlive Their SavingsThese top-ranked locations combine decent nest eggs with a manageable cost of living, a Seniorly analysis finds.
July 24, 2025
12 States Where It Takes the Most Income to Be in the Top 1%While economic conditions vary, it takes $731,492 on average to be part of this elite group, SmartAsset reports.
July 24, 2025
6 Reasons Recurring DAF Donations Beat Lump SumsWhile many fund owners are making smaller repeat gifts and big responsive donations, most charities prefer the former.