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.
7 Tax-Efficient Ways to Give to Kids This Holiday Season
By John ManganaroThe rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.
November 20, 2025
6 Must-Know Facts About the Roth IRA 5-Year RuleRoth individual retirement accounts offer tax-free withdrawals, but there are important rules and limits to understand.
November 18, 2025
eMoney Integrates FP Alpha Estate Planning CapabilitiesThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.
November 18, 2025
A Real Retirement Plan Is More Than MoneyPreparing financially for life after the workplace is important, Rudri Patel maintains, but it’s only half the battle.
November 18, 2025
How 'Roth Hype' Can Hurt Retirement SaversWorkers are “rushing into Roth” during high-income tax years based on fear or misunderstanding, one expert worries.
November 17, 2025
6 Consequences of a 40-Year Retirement HorizonThe prospect of a four-decade retirement journey is becoming the norm for U.S. workers.
November 14, 2025
When Funding College With Roth IRAs Makes Sense: Levine, SlottWhile 529 accounts are tailor-made for educational expenses, they aren't always optimal, the retirement experts say.
November 14, 2025
8 Year-End Stock Strategies for Retirement SaversDealing with worthless stock, leveraging the zero capital gains rate and netting gains are just a few considerations.