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.
Do RMDs Work Better Than the 4% Rule?
By Ginger SzalaMichael Finke, David Blanchett and Christine Benz discuss whether this variable spending approach is more realistic for retirees.
January 24, 2022
17 Best States for Retirement: 2022WalletHub ranked the states based on affordability, quality of life and health care.
January 24, 2022
How to Show Couples the Hazards of Claiming Social Security EarlyClaiming benefits at 62 is usually a mistake, even if one spouse waits till 70, retirement experts say.
January 14, 2022
Personalized Advisory Services Essential for Retirement Planning: CerulliFifty-seven percent of investors say retirement income planning is among the most important services they want from advisors, the firm found.
January 13, 2022
Medicare Recipients, Get Ready for Higher Costs: EBRIThe research group's estimate of retiree health care costs just posted one of its biggest increases in years.
January 12, 2022
Forget TIPS; Here's a Better Inflation Hedge: Northern TrustHere's what the asset manager recommends for advisors to help stop inflation from eating away at retirement portfolios.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.
January 10, 2022
Tax Court Decision Shows Pitfalls of Self-Directed IRAsWhile a checkbook control IRA can give the account owner more control over retirement investments, serious negative tax consequences can result.