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.
No Social Security COLA in 2016: Higher Medicare Premiums for Your Clients
By James J. GreenSome retirees will bear the brunt of higher Medicare Part B premiums due to their higher income and no Social Security COLA, the Center for Retirement Research reports.
August 26, 2015
Pension Buyouts Up 700% in Q2With help from Kimberly-Clark, buyouts reached a second-quarter record of nearly $4 billion, LIMRA reported.
August 21, 2015
Mercer’s Conaway Replaces Salisbury as EBRI Chief"EBRI has the capacity to shatter myths and preconceptions" with its "unparalleled reputation, databases and talented research team," Conaway said.
August 20, 2015
Retirement Confidence Dips; Workers Not Counting on Social SecurityIn a wide-ranging study from Transamerica, 14% of younger respondents see work as their primary income source in retirement.
August 18, 2015
10 Scary Retirement StatsThese 10 stats could motivate just about anyone to make retirement planning a priority.
August 18, 2015
Servicemembers Favor Permanent, Not Temporary Life InsurancePermanent life insurance ownership among members of the military has increased seven points over the last year, according to First Command Financial Services.
August 18, 2015
Social Security at 80: 8 Savings Strategies to Share With ClientsWhatever happens to Social Security, it's more important than ever to use all the savings strategies at your disposal.
August 18, 2015
IUL: A Nontraditional Way to Allocate Retirement AssetsIndexed universal life insurance (IUL) can combine the risk protection elements of bonds with equity market participation and access to tax-free cash later in retirement.