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.
6 Retirement Income Options That Aren't Annuities
By John ManganaroA new handbook reviews non-annuity products that wealth managers can bring to bear for retired clients.
December 23, 2025
Many Americans Aren’t Looking Forward to a Happy New Year: SurveyNearly half are more stressed heading into 2026 than they were 12 months ago, Allianz Life finds.
December 23, 2025
Exceptions to the Year-End RMD DeadlineOne example: Clients who turned 73 in 2025 have until April 15 to take their first distribution.
December 22, 2025
8 Insights From 2025 That Will Reshape Retirement Planning2025 brought new ideas from researchers and planners on how to effectively invest for, and safely spend in, retirement.
December 22, 2025
Why More Seniors Are Returning to Work After RetirementA new survey identifies a clear uptick in the proportion of people who "unretire."
December 22, 2025
Trust vs. Family Limited Partnership: Which Is Better for Estate Planning?Here are eight things to consider. according to the Colcom Group.
December 18, 2025
How to Capitalize on the $6,000 Senior DeductionThis temporary benefit is "stackable" and can be taken whether or not your client itemizes.
December 18, 2025
7 Moves With a Big Effect on Retirement SavingsSmall changes can have surprisingly big effects on retirement account balances — for better or worse.