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.
Tax Quiz: How Much Do You Really Know About Capital Gains?
By John ManganaroFew areas of the tax code generate more questions, or controversy, than the treatment of capital gains.
November 29, 2023
Here's How Long the CDC Expects Your Clients to Live NowThe new report shows U.S. adults still face a big decrease in expected years of life.
November 28, 2023
Three Retirement Income Crises Are Brewing. Are Your Clients Ready?Advisors are likely unfamiliar with two of these looming threats — and have not altered their advice to clients.
November 28, 2023
Four Flexible 4% Rule Alternatives for 'Safe' Retirement IncomeHere are some strategies for turning a withdrawal guideline into an actual spending plan, according to Morningstar researchers.
November 21, 2023
Critics Bash Social Security Windfall Elimination PoliciesIntended to prevent overly generous benefits, two program exceptions affect many multi-career workers' retirements.
November 21, 2023
How the Ramsey vs. 'Supernerds' 4% Spat Helps RetireesThe heated debate about "safe" spending in retirement shows how tough the process really is.
November 16, 2023
7 'Irrational' Reasons People Avoid Annuities: StudyPeople shun these products for myriad reasons, some of which are more valid than others, CRR researchers write.
November 16, 2023
Kitces: Making Retirement Portfolios Last by Managing a Key RiskA key message leaving the workforce: Conservative withdrawal rates in early retirement can mean outsize results.