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.
Christine Benz Calls Semi-Retirement a 'Phenomenon'
By Jane Wollman RusoffMore retirees are choosing to stay partially in the workforce for financial and other reasons, the personal finance director tells ThinkAdvisor.
July 27, 2021
COLA Wars: Will Congress Change How Social Security Raises Are Calculated?The fate of a recent Social Security bill is uncertain. Meanwhile, an index tracking seniors' costs is rising more slowly than the broader index.
July 23, 2021
CPI-W vs. CPI-E: How Should Social Security COLAs Be Calculated?Two professors debate whether a consumer price index for older adults should determine Social Security benefit increases.
July 22, 2021
Plan Sponsors Want More Guidance From Advisors: FidelityWorkplace retirement plan sponsors are demanding more from their advisors to improve participant outcomes, a new study found.
July 22, 2021
6 States Where Auto-IRAs Are Up and RunningSome of these states require businesses to participate; others don't. More state retirement programs are likely coming soon.
July 21, 2021
COVID-19 Slashes U.S. Life Expectancy at Age 65The news means a typical 2020 retiree might spend about 4% less time being retired.
July 20, 2021
The Real Threat of Inflation in RetirementThe recent CPI jump may actually be a boon for retirees, but the effects of inflation on retirement are broader than a price index can capture.
July 15, 2021
5 Ways to Use Social Security's New Statements to Help Your ClientsA new graphic illustrating the effects of claiming at nine different ages makes a handy tool even handier, Jeffrey Levine and others say.