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.
This Secure 2.0 Quirk Could Stop High Earners’ Retirement Catch-Up Contributions
By John ManganaroThe fact that employers aren’t required to offer Roth accounts could have a big unintended effect.
February 13, 2025
End Taxes on Social Security? Popular, Yes, With One Big DownsideA bill revived in Congress would enact President Donald Trump’s campaign pledge to cut Social Security taxes.
February 12, 2025
2026 Social Security COLA Estimate Ticks Up on Higher InflationThe Senior Citizens League’s model now predicts that the 2026 COLA will come in at 2.3% for 2026.
February 11, 2025
Slott, Levine: How to Avoid a Potential Inheritance NightmareFailure to update beneficiary designations can result in big surprises later, the two retirement experts warn.
February 10, 2025
Social Security Claiming: The Case of Double DivorceWhen taxpayers have no workers benefit of their own, filing for benefits after ending a marriage isn’t complicated.
February 10, 2025
American College Announces Inaugural Retirement ConferenceHorizons 2025 will cover topics like retirement income and longevity planning, Social Security and retirement psychology.
February 04, 2025
Social Security Claiming: The Case of the Sole BreadwinnerJust because one spouse earned all the income doesn’t mean a couple shouldn’t carefully coordinate their claiming strategy.
January 28, 2025
Here’s How Much Americans Expect to Need in Retirement (It’s a Lot)Despite a broad commitment to savings, a third of Americans report feeling behind on their retirement goals.