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 the High-Earning Husband
By John ManganaroIn this case study, one spouse earns much more than the other. When should they file for benefits?
February 01, 2024
Why Social Security Expert Mary Johnson Works With a Financial AdvisorEven those with a wealth of financial knowledge can benefit from a trusted sounding board and outside expertise.
January 30, 2024
Case Study: When Should This Divorced Widow Claim Social Security?There is nothing simple about Social Security claiming. In this scenario, our experts run the numbers.
January 29, 2024
9 RMD Insights for Tax Season 2024Many retirement planning topics are complex, but the calculation and timing of required minimum distributions is particularly tricky.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 25, 2024
Swiss Re Underwriter Hopes Death Rates Will ImproveWith the "COVID hangover," Julien Descombes says, mortality remains 5% to 10% higher than it used to be.
January 25, 2024
Fidelity's 401(k) Plan Annuity Platform Goes LiveThe firm says years of planning have resulted in a streamlined platform that supports annuities in retirement accounts.
January 22, 2024
Weekly COVID Death Count Nears 12-Month HighThe number of U.S. deaths in 2023 was at least 8.7% higher than in 2019, before the pandemic.