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.
Why Larry Kotlikoff Changed His Mind on Reverse Mortgages
By Ginger SzalaThe retirement expert was skeptical of these loans but now thinks retirees should give them a second look.
March 18, 2021
There's a New Social Security Certification in TownThe RSSA designation trains advisors on in-depth Social Security planning, including the use of software.
March 16, 2021
Growing Number of Americans Want to Retire Before 65: StudyBut many of them aren't saving enough to reach that goal, Hearts & Wallets found.
March 15, 2021
Investors Should Save More, Expect Higher Taxes and Diversify: J.P. MorganAdvisors should speak with pre-retirees about what spending is non-negotiable, says Chief Retirement Strategist Katherine Roy.
March 09, 2021
Is a 4% Withdrawal Rate 'Just Right'? It Depends.Morningstar's Amy Arnott and Maciej Kowara ran a simulation to see how the 4% rule stands up to current market return expectations.
March 08, 2021
3 Things Advisors Should Know About Social Security and TaxesSocial Security's tax rules are confusing even to tax professionals, but knowing these basics will help you answer clients' questions.
February 02, 2021
12 Worst States for Retirement: 2021WalletHub graded the states on 45 metrics tied to affordability, quality of life and health care.
February 01, 2021
Should Biden Forgive Student Loan Debt by Executive Order?Sens. Schumer and Warren want the president to use his executive powers to forgive $50,000 per student loan borrower.