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.
Ladies and Gentlemen, Start Your Income
By Scott StolzFor annuity holders, the lifetime income benefit is a powerful vehicle when handled right.
May 22, 2016
New American Funds Portfolios Designed to Make Retirees’ Money LastThere are three key characteristics of portfolios designed to meet investors longevity needs, according to Steve Deschenes of The Capital Group.
May 19, 2016
SMA Managers of the Year Announced at Envestnet Advisor SummitFor the 12th year, Investment Advisor and Envestnet | PMC announced the winners of the SMA Managers of the Year.
May 18, 2016
5 Shocking Facts About Retirement Health Care CostsHealth care costs will eat up most or all of retirees Social Security income, HealthViews annual report finds.
May 18, 2016
DC Plans Seek to Boost Results by Thinking Like PensionsDC plan sponsors are adopting best practices of defined benefit plans as a way to increase the efficiency of their plans, according to BNY Mellon.
May 16, 2016
Kotlikoff: Congress Took a ‘Meat Cleaver’ to Social Security Claiming RulesLaurence Kotlikoff tells ThinkAdvisor about gotchas in the new rules beyond ending file-and-suspend and points out a loophole that could give some couples $120,000.
May 16, 2016
When Clients Divorce: Avoiding the Retirement Income TrapRetirement income plannings complications are magnified by divorce. A qualified domestic relations order (QDRO) is often a necessity.
May 13, 2016
Why So Many Americans Work Past 65, in 4 ChartsAlmost 20% of Americans 65 and older are now working, the highest level since before Medicare was enacted. But why?