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.
9 Ways Roth IRA Conversions Can Trip Up Advisors
By John ManganaroRoth conversions can be enormouly beneficial, but the strategy can be complicated even for professionals, Michael Kitces says.
August 23, 2023
How to Avoid Tax Traps in Retirement Income Planning: Wade PfauThe complex and progressive nature of the U.S. tax system makes the potential for costly mistakes all too real.
August 22, 2023
10 Annuity Tax Facts Advisors Should KnowYour clients are bound to have tax questions as annuity sales boom.
August 09, 2023
A Counterintuitive Annuity Strategy That Can Reduce RiskA longer indexed term might seem to offer the most downside protection, but that's not always the case.
August 08, 2023
Insurers: U.S. Mortality Is Still Higher Than Before the PandemicA dialysis provider believes a new COVID-19 wave has started.
August 08, 2023
15 Cities With the Most Seniors Still WorkingWorking past retirement age can come with Social Security and Medicare planning issues.
August 04, 2023
Research Suggests 2 Keys to Solving the Annuity PuzzleUnless retirees understand how a product works and its benefits, they aren't likely to buy it.
August 02, 2023
Beyond the 4% Rule: Creating Retirement Spending Guardrails That Really WorkRetirement researcher Derek Tharp lays out a strategy that avoids the pitfalls of Monte Carlo simulations.