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 Worst States for COVID-19 ICU Trends
By Allison BellIn five states, counts increased by more than 50% in just one week.
August 31, 2023
Higher Rates Are Helping Some Clients Get More Quick CashThe strategy involves homes, according to Steve Resch, a reverse mortgage specialist.
August 28, 2023
Here's What Beats the 4% Rule: Jamie HopkinsRetirees simply don't spend in a constant manner — far from it, says the Carson Group managing partner.
August 23, 2023
How to Avoid Tax Traps in Retirement Income Planning: Wade PfauThe complex and progressive nature of the U.S. tax system makes the potential for costly mistakes all too real.
August 22, 2023
10 Annuity Tax Facts Advisors Should KnowYour clients are bound to have tax questions as annuity sales boom.
August 09, 2023
A Counterintuitive Annuity Strategy That Can Reduce RiskA longer indexed term might seem to offer the most downside protection, but that's not always the case.
August 08, 2023
Insurers: U.S. Mortality Is Still Higher Than Before the PandemicA dialysis provider believes a new COVID-19 wave has started.
August 08, 2023
15 Cities With the Most Seniors Still WorkingWorking past retirement age can come with Social Security and Medicare planning issues.