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.
Social Security Benefits Are Taxed? Ouch!
By Marcia MantellNew retirees often find themselves in a higher tax bracket than they expected.
February 18, 2022
Bill to Cut Social Security Taxes Heads to Governor's Desk in New MexicoThe bill eliminates taxes on Social Security benefits for lower- and middle-income residents.
February 16, 2022
Older Adults' Savings Took a Beating in 2021: StudyA survey of 1,131 older adults found that almost 60% had lost more than 10% of their savings in 2021.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 14, 2022
New Mexico Could Be Next State to Cut Social Security TaxesA bill under consideration must clear the Senate Finance Committee by noon Thursday.
February 10, 2022
Retirement Income Group Backs Elton JohnThe Alliance for Lifetime Income earlier sponsored a Rolling Stones tour.
February 09, 2022
Do RMDs Work Better Than the 4% Rule?Michael Finke, David Blanchett and Christine Benz discuss whether this variable spending approach is more realistic for retirees.
February 09, 2022
NFL Linebacker and Finance Whiz Shares 2 Big Money Mistakes to AvoidNFL players make many of the same missteps as typical investors, Brandon Copeland of the Atlanta Falcons tells ThinkAdvisor.