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.
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts
By Jeff Berman"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
March 30, 2021
Why Larry Kotlikoff Changed His Mind on Reverse MortgagesThe retirement expert was skeptical of these loans but now thinks retirees should give them a second look.
March 29, 2021
MassMutual Sees Crisis Hitting Younger Adults HarderMillennials and Generation Z members are struggling more and supporting loved ones more.
March 23, 2021
Saving for the Future Is More Popular Than Netflix, but Many Are Still Falling Behind: SurveyOnly about a quarter of Americans 45 and older have saved enough for retirement, a Schroders survey found.
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.