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.
Jamie Hopkins: 8 Big Retirement Lessons for 2024
By John ManganaroFrom contending with inflation to confronting greater longevity, retirees are grappling with a lot.
December 28, 2023
10 Least Expensive Big U.S. CitiesAverage spending on the 10 most common household bills fits into more budgets in these locales.
December 26, 2023
10 Can't-Miss Retirement Podcast Episodes From 2023Looking for something to listen to on the road this week? These episodes are well worth your time.
December 21, 2023
Advisors May Have Little Power to Bridge the Annuity DivideResearch suggests that financial professionals' positive recommendations do not greatly influence clients to purchase the products.
December 19, 2023
12 Top U.S. Cities for Retirement IncomeIn metropolitan areas with at least 200,000 households, retirement income increased 24% from 2017 to 2022.
December 14, 2023
New Bill Would Permit Roth IRA to Roth 401(k) RolloversCurrent law prohibits workers from rolling Roth IRA savings into workplace-based Roth retirement plans.
December 11, 2023
Dave Ramsey's 8% Withdrawal Advice Could Lead to Ruin: Peter MalloukTaking 8% a year from an all-stock portfolio would have drained holdings for many retirees, Mallouk noted.
December 05, 2023
Tax Quiz: How Much Do You Really Know About Capital Gains?Few areas of the tax code generate more questions, or controversy, than the treatment of capital gains.