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.
Debate: Should Pension Participants Accept Lump-Sum Buyouts Now?
By William H. Byrnes | Robert BloinkTwo professors discuss the merits of accepting a buyout offer in lieu of receiving traditional pension benefits.
July 01, 2022
Buyers Still Want Life and Health Brokers: Stacy KirshnerThe Alvarez & Marsal insurance deal specialist says firms with a senior market focus are especially popular.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 29, 2022
Life Settlements Made a $654 Million DifferenceThat's the gap between what buyers paid for policies in 2021 and the policies' total cash surrender value.
June 28, 2022
COVID-19 Reminded Business Owners About Exit Planning: Steve ParrishA top planner looks at how helping a client sell a firm and retire on its value works today.
June 27, 2022
10 Cities Where COVID-19 May Be at a FlashpointMaybe those sparks will go out on their own. Or maybe not.
June 24, 2022
5 Steps for Advising Retired Clients in a Down MarketYour retired clients may be especially concerned about a downturn and wonder what it means for their future.
June 23, 2022
Beware the Social Security Income Replacement Cliff: Alicia MunnellMunnell, a top retirement researcher, read the Social Security trustees report. She has some notes.