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.
Do You Need $1.5M to Retire? 5 Experts Weigh In on the New Magic Number
By John ManganaroChristine Benz, David Blanchett, Michael Finke, Jamie Hopkins and Marcia Mantell discuss the latest retirement target.
March 27, 2024
10 Keys to Boosting Retirement Portfolios in a Surging Market: Advisors' AdviceAdvisors told us how they're positioning assets and ajdusting risk levels for clients in or near retirement.
March 22, 2024
7 Reasons Retirement Is Always Uncertain: Jamie HopkinsFor advisors, helping clients navigate retirement is more complex than helping them prepare, he says.
March 19, 2024
These Data Points Show That Social Security Income Is EssentialThe importance of these benefits across the wealth spectrum is clear, despite debate on how to fund them.
March 19, 2024
When Delayed Social Security Claiming Doesn't Go as PlannedWhat happens when a couple decides to delay one benefit until 70 and a spouse dies early?
March 15, 2024
7 Reasons Roth Accounts Are Better for Retirement Savings: StudyNew research finds retirees tend to spend down pretax accounts faster. Here's why.
March 13, 2024
A Third of Americans Are Not Happier in Retirement: StudyRetirees who are content in their post-work years are likelier to prioritize social activities, MassMutual reported.
March 12, 2024
Income Planning and Health: Life Expectancy Affects SavingHealthView develops forecasts to estimate how much advisors' clients will spend on health care as they age.