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.
TaxStatus Unveils Financial Baseline Report Featuring Direct IRS Data
By John ManganaroThe product aims to help advisors make smarter decisions and streamline planning for better client outcomes.
February 19, 2025
No, Social Security Is Not Rife With FraudThe notion that millions of dead people are receiving checks is "absurd, corrosive nonsense," a financial writer says.
February 14, 2025
Ed Slott: Roth Conversion Changes in Trump Tax-Cut Law Are Here to StayThe 2017 tax changes may have an expiration date, but the Roth recharacterization limits do not.
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.