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.
U.S. Life Expectancy Fell Another 1.2 Years in 2021
By Allison BellLife expectancy has dropped a total of 2.7 years since the COVID-19 pandemic started.
August 24, 2022
Biden's Student Loan Plan Neglects Older BorrowersMany of the 2.5 million borrowers 62 and over are on fixed incomes with little hope of escaping debt.
August 24, 2022
Liability-Driven Investing, ExplainedWhile LDI strategies are typically associated with pensions, they're becoming more popular with advisors helping individual retirement clients.
August 23, 2022
5 Steps to Building a Retirement Income Plan for ClientsCommonwealth lays out a comprehensive framework for advisors who want to distinguish themselves as income planning experts.
August 16, 2022
7 Key Medicare Dates in the New Climate and Health LawHow well Medicare sticks to the schedule may show which provisions are really happening.
August 12, 2022
The Inflation Reduction Act's Impact on Your Client's Bottom LineThe act, being voted on Friday, would raise taxes on some corporations, reduce drug costs and tackle climate change.
August 12, 2022
How Social Security Gets Used Up on Health CareA recent Center for Retirement Research study finds that high-spending retirees are left with "basically nothing."
August 12, 2022
5 Ways to Calm Your Clients' Social Security FearsOne way to ease income planning conversations is to clear up confusion about public benefits.