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.
Stop Comparing Annuity Payout Rates to the 4% Rule
By David BlanchettMaking comparisons based on faulty assumptions could result in a retiree making a decision based on incomplete information.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
January 03, 2023
Monte Carlo Failures Aren't Plane CrashesDon't let your clients be misled by terrible analogies: Retirement planning "failures" are rarely cataclysmic.
January 03, 2023
12 States Where $1M Goes Fastest in RetirementRetirees might think $1 million sounds like a lot, but it might not be enough in these states.
December 30, 2022
12 States Where $1M Will Last Longest in RetirementGOBankingRates examined how long a 65-year-old could live comfortably on this amount of savings.
December 29, 2022
The 10 Top Life and Annuity Stories of 2022Two items on the list rank higher than the COVID-19 pandemic.
December 29, 2022
Top 20 Life and Annuity Articles of 2022The most popular article was about group annuity account statements.
December 27, 2022
The 2023 Social Security COLA Is Almost Here. What Advisors, Clients Should KnowThere are a few key messages advisors should deliver to clients as the COLA takes effect, Jeff Levine says.