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 COLA Below 3% Looks Likely for 2024
By John ManganaroA 0% COLA is possible if inflation continues to ease, says Mary Johnson of The Senior Citizens League.
March 15, 2023
7 Social Security Claiming Myths That Can Shortchange ClientsHartford Funds' Mike Lynch says it's crucial to consider how timing, income and taxes all affect Social Security benefits.
March 15, 2023
More Advisors Breaking Away to Serve Retirees: CEOProduct and service options are limited at wirehouses, says Steve Tenney, who broke away from UBS.
March 14, 2023
The 5 Elements of a Comprehensive Retirement PlanComprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.
March 13, 2023
Americans Underestimate Social Security Income by $1,900: StudyAn analysis shows that older adults have accurate expectations about their claiming age but underestimate their annual benefit.
March 13, 2023
Your Client Gets a Buyout Offer From Their Company. Should They Take It?A buyout package could have tax and retirement planning implications.
March 10, 2023
Good Advisors Can't Ignore the Inequities Following Women Into RetirementThe wage gap between men and women follows women into retirement and is worsened by their greater longevity.
March 09, 2023
Look for Record-Breaking Annuity Sales in Q1: LIMRAVolatility-conscious consumers paid a record $209.9 billion for fixed annuities last year, and they're not done yet.