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.
How Differently Retirees, Pre-Retirees See the Future
By Michael S. FischerSince 2002, Gallup polls have found that about 77% of retirees think they have enough money to live comfortably after they stop working vs. roughly 49% of those not yet retired.
May 06, 2021
Wade Pfau Makes Case for Raising Top Social Security Claiming Age to 72Letting retirees further delay claiming, while allowing benefits to rise, would be more helpful than delaying RMDs, he tells ThinkAdvisor.
May 04, 2021
Milevsky: Advisors Should Charge More for Retirement Spending AdviceDecumulation of assets is a far more complicated process than "retirement planning," the professor tells ThinkAdvisor.
April 30, 2021
Can You Spot the Social Security Claiming Mistakes? Part 1Claiming spousal benefits under Social Security can be complicated. Here's a case study.
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.