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 RMDs Begin at Age 75 Instead of 72?
By Robert Bloink | William H. ByrnesTwo professors share their opinions about one of the major changes proposed in Secure Act 2.0.
April 05, 2022
Early Death Cuts Smokers' Lifetime Medicare Claims: ResearchersThe analysis could give income planners ideas about how to predict some of clients' other post-retirement costs.
April 05, 2022
5 Tips for Successfully Passing Down WealthClients should educate children early on value of money and include them in financial planning discussions.
April 05, 2022
Cheat Sheet: 10 Social Security Facts Every Advisor and Client Should KnowHere's a guide for talking about Social Security with clients, even if you're not an expert.
April 04, 2022
Everything You Need to Know About Social Security's Retirement Earnings TestA thorough understanding of the test rules can enable advisors to tailor claiming strategies to their clients.
April 04, 2022
Climate Change and Retirement PlanningThe author makes the case that this will affect your clients, too.
April 04, 2022
AALTCI Finds Out What Life-LTC Hybrid Coverage Really CostsA 55-year-old man might pay $1 in premiums per year per $109 of long-term care benefits at age 85.
March 31, 2022
9 U.S. Health Spending Projections We All Should KnowThese numbers are shaping the economy, both for retirees and for everyone else.