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.
These Data Points Show That Social Security Income Is Essential
By John ManganaroThe importance of these benefits across the wealth spectrum is clear, despite debate on how to fund them.
March 13, 2024
A Third of Americans Are Not Happier in Retirement: StudyRetirees who are content in their post-work years are likelier to prioritize social activities, MassMutual reported.
March 12, 2024
Income Planning and Health: Life Expectancy Affects SavingHealthView develops forecasts to estimate how much advisors' clients will spend on health care as they age.
March 12, 2024
More IRA Mistakes Clients MakeSome missteps are relatively easy to correct; others are more serious.
March 12, 2024
Social Security 2025 COLA Estimate Jumps to 2.4%Higher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 11, 2024
What Same-Sex Couples' Different Life Spans Mean for Their Retirement PlanningJ.P. Morgan's new Guide to Retirement reveals a pitfall of relying too closely on "average" life expectancy.
March 07, 2024
10 Facts About IRA Contributions, Balances and RolloversThe pace of rollovers has been instrumental to the IRA's success as a savings vehicle, the ICI reports.
March 05, 2024
5 Simple Explanations for Insurance TermsDitching the jargon can help create "aha" moments for prospects.