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.
Wade Pfau Makes Case for Raising Top Social Security Claiming Age to 72
By Ginger SzalaLetting retirees further delay claiming, while allowing benefits to rise, would be more helpful than delaying RMDs, he tells ThinkAdvisor.
April 30, 2021
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio RiskMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.
April 23, 2021
Would a Higher Capital Gains Tax Be Trouble for Retirees?Roth conversions, life insurance and HSAs could "get a boost" if investors expect a tax hike, Jamie Hopkins tells ThinkAdvisor.
April 23, 2021
Workers and Retirees Confident in Future, Social Security: EBRIEight in 10 retirees, despite the pandemic, felt confident in their ability to retire comfortably.
April 20, 2021
Medigap Plan Sales May Show Change in Buyer Tastes: AAMSI DataAn enrollee survey suggests that Plan N product sales may be booming.
April 16, 2021
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
April 16, 2021
Silver Lining to Pandemic? Health Care SavingsA new Senior Citizens League survey found spending on health care across the board dropped significantly in 2020 versus 2019.
April 14, 2021
How Financial Advisors Are Protecting Retirees From InflationMorningstar's Christine Benz outlines three ways to protect against inflation. We asked advisors for their ideas.