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 Claiming: The Case of the Middle-Earning Widower
By John ManganaroVarious claiming strategies exist for mid- to high earners who have access to a survivor benefit.
January 14, 2025
Prudential Joins Effort to Sell New Way to Tap Retirement AssetsThe company is teaming up with FIDx and DFA to create an "insurance overlay" for the assets clients already have.
January 14, 2025
FP Alpha Releases Standalone Tax ServiceThe offering helps advisors optimize charitable giving, Roth conversions and other tax strategies.
January 13, 2025
Carson Group Acquires Tax-Focused Team, Names Chief Tax StrategistAcquiring Taylor Financial Group will allow Carson Group advisors to better manage clients' complex tax scenarios.
January 10, 2025
Social Security Has Problems, but It’s No Ponzi SchemeThe label is both inaccurate and misleading, according to Jason Fichtner, a former SSA official.
January 08, 2025
Social Security ‘Fairness’ Doesn’t Come for FreeThe new law will cost almost $200 billion over a decade and hasten insolvency, Olivia Mitchell says.
January 08, 2025
How the Social Security Fairness Act Affects Claiming StrategiesSome clients who never filed for benefits now have a strong incentive to do so, Joe Elsasser says.
January 07, 2025
The Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.Share the good news, but warn affected clients that benefit increases or back-payment checks won't come immediately.