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.
Even Millionaires Worry About Being Able to Retire Comfortably: Natixis
By Michael S. FischerThirty-five percent of millionaires in a new survey say "it will take a miracle" to achieve a secure retirement.
October 13, 2022
Inside the Social Security COLA CalculationsHere's a primer on the inflation-adjustment machinery.
October 10, 2022
10 Healthiest U.S. Metro AreasIn these places, many people say their health is excellent.
October 07, 2022
Why Nov. 1 Might Be a Smart Retirement Date for Your Older ClientsRick Ferri is warning near-retiree clients about a potentially overlooked consideration that could cost pension recipients big-time.
October 06, 2022
What the Future of Annuities Means for AdvisorsThe shift from accumulation to decumulation is a tough one that advisors must help clients navigate, Kelli Hueler says.
October 05, 2022
Fidelity Readies Annuity Platform for 401(k) AssetsAdvisors have a critical role in helping clients make decisions around income planning, Fidelity's Keri Dogan tells ThinkAdvisor.
October 04, 2022
4 Uncomfortable Facts About Early Retirement That Clients Need to HearThough unexpected late-career terminations are disruptive, with the right planning, they don't have to be catastrophic.
October 04, 2022
4% Rule Is Based on Faulty Assumptions, New Paper ArguesThe actual safe withdrawal rate is much lower, the researchers say; advisors caution against relying on rules of thumb.