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 Clawback Nightmare Hints at Far Bigger Problems: Kotlikoff
By John ManganaroThe economist doesn't mince words on the state of the system — or advisors' failure to navigate it.
May 02, 2023
Top 10 Things Near-Retirees Get Wrong About Social SecurityMassMutual gave 55- to 65-year-olds a Social Security quiz. Here are the most-missed questions.
April 26, 2023
15 Cities Where Retirees Are Most Reliant on Social SecuritySocial Security benefits comprise 41.7% of a retiree's total income on average. In these cities, it's even higher.
April 18, 2023
8 Reasons to Avoid a Roth ConversionWhile generally a useful and popular strategy, Roth conversions aren't always appropriate, Ed Slott and Jeff Levine say.
April 17, 2023
The 'Most Important' Strategy for Retirees NowMore important than predicting a recession is preparing for ongoing portfolio stress, experts say.
April 17, 2023
12 U.S. Cities Where the 'New $100K' Is $200K or MoreA $100,000 salary isn't enough to be financially "comfortable" in many places, SmartAsset finds.
April 14, 2023
Rising Costs Eating Into Retirement Savings: CFP Board PollA new survey finds 21% of consumers pushed back retirement because of rising costs.
April 12, 2023
Fresh Inflation Data Suggests 2024 Social Security COLA Could Fall Well Below 3%Another month of significant cooling in the CPI-W suggests a modest Social Security cost-of-living adjustment is in store next year.