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.
The 'Tiresome' Persistence of the 4% Rule
By John ManganaroThere's so much more to income planning, professor Moshe Milevsky says. But the guildeline sticks around for a reason.
June 11, 2024
What to Expect From American College's New Tax CertificationThere are already more than 2,000 advisors on the waiting list for the forthcoming three-course program.
June 07, 2024
Why Advisors Love the Retirement Planning FieldRetirement advisors commonly cite a shared sense of purpose. But many of them started on a different path.
June 07, 2024
Rhode Island Lawmakers Introduce Auto-IRA BillThe Secure Choice bill would pair a mandate to offer retirement plans with a state-run option.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
June 05, 2024
American College to Roll Out Tax Planning CertificationJeff Levine worked with the college to create the Tax Planning Certified Professional designation.
May 29, 2024
8 Generational Differences in Americans' Retirement Planning WorriesThe biggest perceived barriers to financial security change with age, Goldman Sachs finds.
May 23, 2024
5 Reasons RILAs Are So HotRobin Raju, Equitable's chief financial officer, gave Wall Street a primer on what's making the annuities irresistible.