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.
Cheat Sheet: Basic Annuity Types and Facts Every Advisor Should Know
By Ginger SzalaAnnuities are a basic concept: A lump sum provides steady monthly payments. But then it gets complicated.
May 06, 2022
Michael Finke Explains the Bolt-On AnnuityThe researcher says a contingent deferred annuity can be a good tool for generating lifetime income.
May 05, 2022
A Brief History of Economic Crises, Crashes and RecoveriesWhile today's soaring inflation and supply chain problems are concerning, the U.S. has historically recovered well from economic crises.
May 04, 2022
New Broadridge Consortium to Push for Annuities in Retirement PlansThe group intends to educate advisors and plan sponsors and to create a "due diligence framework" for retirement income solutions.
May 03, 2022
New IRS Mortality Tables Leave Out COVID-19The IRS is asking for advice about how to handle periods when "mortality improvement" did not happen.
May 03, 2022
How Social Security Spousal Benefits Really Work: A Case StudyA 66-year-old gets advice from an older sister that's well-intended but incorrect. Here are the facts.
May 02, 2022
Few Retirees Leave Workforce Gradually: EBRIThe realities of retirement are often different than workers expect, EBRI's long-running retirement survey finds.
May 02, 2022
Test How Angry That Retirement Planning Client Really IsHere are seven fury-gauging questions, based on new survey data.