Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
Trendspotter: Demand for Guaranteed Retirement Income Is Surging
By Ginger SzalaSteve Vernon, David Blanchett and Wade Pfau outline several ways advisors can help clients generate income for life.
September 01, 2021
Workers Over 40 Aren't Saving Enough for Retirement: IRIThe retirement saving behavior of workers does not support their retirement income expectations, the study found.
August 03, 2021
Amid Asset Boom, Half of Americans Are Falling Behind in Retirement WealthInequity in retirement savings persists for young workers and minorities, according to the Economic Innovation Group.
July 07, 2021
4 Reasons to Rethink Adding Bitcoin to a 60/40 PortfolioEven a small amount of Bitcoin can have an outsize effect on a retirement portfolio, a Morningstar analyst warns.
May 18, 2021
Today's Top 3 Retirement Decisions: BenzAdvisors should help their clients review these key questions and then decide what answers make most sense, Morningstar's personal finance expert says.
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.
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 14, 2021
How Financial Advisors Are Protecting Retirees From InflationMorningstar's Christine Benz outlines three ways to protect against inflation. We asked advisors for their ideas.