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.
United Income Launches Total Wealth Return Solution
By Bernice NapachThe new solution simulates 81 different Social Security claiming strategies, among other functions.
September 18, 2018
Most Americans Have $0 Saved for Retirement: NIRSThe National Institute for Retirement Security examines the retirement account balances, or lack thereof, for all working-age individuals.
September 17, 2018
Social Security COLA Estimate Revised Below 3% for 2019A slowing trend in the monthly inflation index used to calculate the COLA is behind the lower estimate.
September 17, 2018
Trump Order on MEPs, RMDs Expands Retirement OptionsIf the changes are adopted, a potentially valuable strategy could emerge for small-business owners while RMD planning would change dramatically.
September 12, 2018
Investing After Retirement: Hit the Gas or Hit the Brakes?Marguerita Cheng, CEO of Blue Ocean Global Wealth, weighs in on retirement income vs. assets; buying annuities; Social Security; and the situational benefits of reverse mortgages--yes, reverse mortgages.
September 11, 2018
25 Best Countries for Retirement Security: 2018The U.S. rose a notch in this year's ranking by Natixis Investment Managers.
September 11, 2018
3 Tips for Preparing Clients to Spend Their Retirement Savings"Decumulation" shouldn't be a word that clients are introduced to on their 65th birthdays.
September 10, 2018
5 Quick Facts About Millennials' Retirement SavingsGuideline 401(k) studied 5,400 millennials and their savings habits.