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.
Top 5 States for Life Expectancy at Age 65, Before COVID-19
By Allison BellThese are some of the numbers experts will use to determine what the pandemic really did to us.
March 21, 2022
Don't 'Torpedo' Medicare, Social Security in Retirement Plans: William MeyerRetiree Inc.'s CEO says good intentions can go wrong, such as when a Roth conversion raised a client's Medicare premium, an outcome that "will likely" get the advisor "fire[d]."
March 21, 2022
Top 10 States for Medigap Plan N SalesThese plans use copayments and tougher provider reimbursement rules to slash premiums.
March 21, 2022
15 Most Overpaid CEOs of Public Companies: 2022Shareholder advocates look at what CEO pay would be if it were tied to cumulative total shareholder returns and other factors.
March 18, 2022
Milevsky: The Most Important Financial Goal in Retirement Isn't What You ThinkAnnuities can help retirees meet this goal, the prolific academic and speaker tells ThinkAdvisor.
March 18, 2022
10 Worst States for Older Americans' COVID-19 Test Results NowOne key question for retirement planners is whether the effects on retirees' life expectancy will be temporary.
March 17, 2022
Underestimating Inflation Is a Big Retirement MistakeAdvisors should test their clients' financial plans against prolonged periods of 5% to 6% inflation.
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.