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.
Why Clients Shouldn't Claim Social Security Early to Protect Portfolios
By John ManganaroA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
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.
December 27, 2022
7 Retirement Income Predictions for 2023It's likely to be a key year for retirement income innovation, and not just because of Secure Act 2.0.
December 22, 2022
U.S. Mortality Surge Hit People Ages 35-44 Hardest in 2021: CDCFinal figures for the year show overall life expectancy fell again, to 76.4 years.
December 20, 2022
Here's What Makes an Annuity 'Optimal' for ClientsStrategies that balance key behavioral and economic issues will likely provide the greatest benefit to retirees.