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.
Social Security COLA Estimated at 3% for 2024 Amid Mixed Inflation Signals
By John ManganaroA COLA of 3% would raise the current average monthly benefit by about $54.
July 07, 2023
Why 1966 Was the Worst Year to Retire (and Why It Matters in 2023)The difficulty experienced by retirees between 1966 and 1995 is the basis of the 4% withdrawal rule, explains Wade Pfau.
July 06, 2023
A 4% Rule Alternative That Won't Confuse Clients (Much)New research explores a "novel metric" to help advisors and clients explore trade-offs in retirement withdrawal planning.
July 05, 2023
Chicago Pension Debt Rises to $35BThe city's four retirement funds range from about 19% to 40% funded, according to a recent financial report.
July 03, 2023
New $35 Insulin Cost Cap Applies to More Medicare EnrolleesThe cost-sharing limit now applies to Medicare Part B and Medicare Advantage coverage users.
June 30, 2023
What if Social Security Went Bust and Kept Paying Full Benefits?A new CBO report examines this theoretical scenario.
June 29, 2023
8 Reasons Not to Buy an AnnuityA guaranteed stream of lifetime income sounds good, but it might not be the best option for every client.
June 27, 2023
5 Social Security Calculators to Share With Your Retirement ClientsFinancial planner Devin Caroll outlines several free and paid tools to help retirees decide when to claim benefits.