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.
'Silver Wave' Isn't the Only Factor Boosting Annuities
By John ManganaroLIMRA projects an increase in annual annuity sales to as much as $378 billion, Principal's Sri Reddy says.
August 06, 2024
Top 10 Things Investors Get Wrong About Social Security: 2024Misconceptions about retirement benefits are widespread, a new Nationwide survey finds.
August 05, 2024
Social Security Claiming: The Case of the Pension OffsetIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.
August 01, 2024
2 Big IRA Rollover Mistakes to Avoid: Ed SlottDirect transfers from account to account help clients skip mandatory withholding, the retirement expert says.
July 30, 2024
Mortality Stays Slightly Elevated: Globe Life ExecDeath rates are lower than the actuaries feared but above pre-pandemic levels, a chief financial officer says.
July 30, 2024
Should Clients Share Wealth Sooner Rather Than Later?Passing on assets during one's lifetime can have big benefits, both psychological and practical.
July 25, 2024
Moving Beyond Life Expectancy Rules of ThumbPart of acting in clients' best interest involves taking life expectancy analysis seriously.
July 24, 2024
7 Signs Retirement Savers Have Grown More SophisticatedA higher percentage of Americans say their individual financial situation warrants consulting with an advisor.