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.
12 Worst States for Retirement: 2020
By Michael S. FischerThese states ranked lowest for retirement on quality of life, affordability and health care.
January 10, 2020
Should Clients Take a Lump-Sum Social Security Payment?We asked advisors what clients should know about this option, available to retirees who claim benefits after full retirement age.
January 10, 2020
10 Top Trends in Wealth Management for 2020: Aite GroupLast year brought several major developments in the industry. How will those developments play out?
January 08, 2020
Secure Act's MEP Changes Are a Game Changer for 2020The Secure Act fundamentally changed the nature of MEPs and needs to be examined for its impact on clients.
January 08, 2020
Secure Act Forcing Shift in IRA PlanningClients should be made aware of the changes so that they can modify both their savings and withdrawal strategies.
January 07, 2020
Secure Act Quirk Opens a Tax Savings Window in IRAsPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
January 03, 2020
3 Stretch IRA Alternatives for Estate PlanningThe Secure Act puts the kibosh on most IRA stretches. Consider these strategies instead.
January 03, 2020
Alicia Munnell's Social Security Bridge v. Annuities Income Planning SmackdownMunnell contends that, for typical retirement savers, putting off the Social Security benefits start date will be critical.