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.
Top 20 Life and Annuity Articles of 2022
By Allison BellThe most popular article was about group annuity account statements.
December 22, 2022
U.S. Mortality Surge Hit People Ages 35-44 Hardest in 2021: CDCFinal figures for the year show overall life expectancy fell again, to 76.4 years.
December 20, 2022
Here's What Makes an Annuity 'Optimal' for ClientsStrategies that balance key behavioral and economic issues will likely provide the greatest benefit to retirees.
December 20, 2022
A Time for Cheer (and Social Security Scams)Increasingly, fraudsters are calling people to "verify" information about the 2023 COLA for benefit recipients.
December 19, 2022
Martha Shedden Holds Out Hope for Social Security 2100 Bill, Urges Caution in ReformThe Social Security educator discusses reform proposals she's watching and myths she wishes people would stop believing.
December 16, 2022
Quiz: Do You Know These Social Security Facts for 2023?Can you ace this quiz on key Social Security facts, figures and tax rules?
December 15, 2022
RetireOne, Nationwide Partner on RIA Annuity DistributionRetireOne will soon begin distributing four of Nationwide's advisory annuity solutions.
December 15, 2022
Kotlikoff: Don't Let Social Security Dupe Your Clients Into Claiming EarlyMillions of Americans leave money on the table due to misleading SSA guidance, Economist Laurence Kotlikoff tells ThinkAdvisor.