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.
The Real Reason a Higher Retirement Age Won't Fix Social Security
By John ManganaroRaising the retirement age would have little effect on how long people work, researchers argue.
July 10, 2023
U.S. May Have Suffered 16,500 Extra Deaths in JunePreliminary mortality from all causes appears to be at least 8.7% higher than the 2019 level.
July 07, 2023
Why 1966 Was the Worst Year to Retire (and Why It Matters in 2023)The difficulty experienced by retirees between 1966 and 1995 is the basis of the 4% withdrawal rule, explains Wade Pfau.
July 06, 2023
A 4% Rule Alternative That Won't Confuse Clients (Much)New research explores a "novel metric" to help advisors and clients explore trade-offs in retirement withdrawal planning.
July 05, 2023
Chicago Pension Debt Rises to $35BThe city's four retirement funds range from about 19% to 40% funded, according to a recent financial report.
July 03, 2023
New $35 Insulin Cost Cap Applies to More Medicare EnrolleesThe cost-sharing limit now applies to Medicare Part B and Medicare Advantage coverage users.
June 30, 2023
What if Social Security Went Bust and Kept Paying Full Benefits?A new CBO report examines this theoretical scenario.
June 29, 2023
8 Reasons Not to Buy an AnnuityA guaranteed stream of lifetime income sounds good, but it might not be the best option for every client.