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 Fairness Act Calls for 2024 Back Payments
By John ManganaroThe bill repealing the controversial Windfall Elimination Provision and Government Pension Offset awaits President Biden's signature.
December 16, 2024
How Retirement Age and Social Security Claiming Age Are RelatedThe claiming decision is strongly tied to the age at which someone retires, especially for younger retirement ages.
December 16, 2024
How Americans Define Financial SuccessThe majority of respondents to an Empower survey cited not wealth but what money can buy.
December 16, 2024
Could a Term-Limited Trump Finally ‘Fix’ Social Security?Term-limited politicians have more room to act on controversial topics, former SSA economist Jason Fichtner says.
December 13, 2024
Slott, Levine: Here's What Happens to the HSA When a Client DiesSpouses have more flexibility than other inheritors with respect to these accounts, the retirement and tax experts say.
December 13, 2024
These Tax Policies Are Ripe for Change in 2025Professors Bloink and Byrnes dissect the realities of Trump's tax promises and some potential means of paying for them.
December 12, 2024
What 4% Rule? Morningstar Has a New NumberThe research firm adjusts its suggested fixed retirement withdrawal rate in its new State of Retirement Income report.
December 12, 2024
Hightower Stakes $800M Denver Wealth FirmFamily-run Dechtman Wealth Management is the sixth strategic investment for the financial planning firm in 2024.