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 Claiming: The Case of a Couple's Many Choices
By John ManganaroIt's essential for spouses with large differences in age and earnings, for instance, to coordinate their claiming choices carefully.
August 14, 2024
Social Security COLA Estimate for 2025 Drops to 2.6% as Inflation FallsIn July, the lowest 12-month inflation since 2021 pushed down the projected retirement benefit increase for next year.
August 09, 2024
Portfolio Strategy Zooms In on Buffett's Market TacticsThe technique also aims to complement traditional bucket strategies and partial annuitization to address sequence risk.
August 08, 2024
New Retirement Income Model Shows Who's at Highest RiskCertain demographic groups are at more risk of falling short than others, a new Morningstar analysis finds.
August 08, 2024
'Silver Wave' Isn't the Only Factor Boosting AnnuitiesLIMRA projects an increase in annual annuity sales to as much as $378 billion, Principal's Sri Reddy says.
August 07, 2024
5 Reasons Annuity Surrenders Can Be a Good ThingEarly terminations can benefit clients and the company when the economic winds shift, F&G CEO Chris Blunt says.
August 06, 2024
Estate Tax Exemption Clock Is Ticking Even Faster for These Wealthy ClientsPrivate equity owners and investors have complicated moves to make in the coming months.
August 06, 2024
Top 10 Things Investors Get Wrong About Social Security: 2024Misconceptions about retirement benefits are widespread, a new Nationwide survey finds.