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.
Most Gen Xers Paralyzed by Retirement Fears
By Marlene Y. SatterGen Xers think we're in the midst of a retirement crisis, but many are failing to prepare themselves.
November 12, 2015
CFPB Releases Social Security Claiming ToolMost retirees make Social Security claiming decisions based on "limited and incorrect information," and many take benefits too soon, CFPB says.
November 11, 2015
How Health Care Will Crush the 80% Income Replacement Idea in RetirementRetirees planning to replace 80% to 85% of their income may fall short once health care is factored in, HealthView Services warns.
November 10, 2015
About That Roth Conversion Cure: Watch the Side EffectClients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.
November 09, 2015
4 Forces Driving Retirement Industry TrendsAccording to SEI and Strategic Insight, regulation, including the fiduciary rule, is just one factor affecting industry growth.
November 09, 2015
10 Best Unusually Ranked Public Colleges: 2015The CollegeNet Social Mobility Index aims to recast the competition for prestige around factors that improve access, affordability and graduation.
November 09, 2015
Top Portfolio Products: Calvert Adds Funds; ValueLine Adds SharesHow Calvert is responding to the growing interest in socially responsible investing plus a possible new crowdfunding platform in the U.S.
November 06, 2015
Annuities Are Neither Good nor Bad — as Long as Clients Come FirstWeve been following for years the debate around whether variable annuities are a key part of retirement planning.