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.
12 States Where $500K Will Last Longest in Retirement
By Michael S. FischerRetirees in the least expensive states could eke out as much as seven extra years from a $500,000 nest egg.
September 01, 2022
COVID-19 Could Cut Future U.S. Death Rate: ResearchersBut the team, which includes Alicia Munnell, says any effect on the Social Security trust fund is likely to be small.
September 01, 2022
Republicans Need to Get Serious About Social SecurityThe taboo against questioning the program has discouraged serious thought about how to reform it.
August 31, 2022
Income for Life: Strategies to Avoid Running Out of Money in RetirementFrom emergency savings to annuities to tontines, there are plenty of tools for creating an income stream that lasts.
August 31, 2022
U.S. Life Expectancy Fell Another 1.2 Years in 2021Life expectancy has dropped a total of 2.7 years since the COVID-19 pandemic started.
August 31, 2022
Moshe Milevsky to Debut a Tontine for 21st Century Retirement PortfoliosIt's structured as a typical mutual fund, but investors can never exit, the professor explains to ThinkAdvisor.
August 25, 2022
War, Inflation and Retirement: How Could Current Events Shape Long-Term Plans?Advisors can be invaluable to retirees and near-retirees by guiding them through the current economic uncertainty.
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.