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.
Ed Slott, Ian Berger Explain 2 Good Reasons to Do a Reverse Rollover
By Melanie WaddellOne reason: Reverse rollovers help clients avoid being hit by the pro rata rule when doing backdoor Roth conversions.
July 12, 2022
Married Women Lost Most of Their Retirement Income Edge: StudyMeanwhile, never-married women's expected earnings replacement rate has increased, Alicia Munnell and colleagues say.
July 05, 2022
Americans Underestimate Two Major Kinds of Retirement RiskA Fidelity analyst has come out with a quick guide to what typical U.S. investors are missing.
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.