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.
10 Annuity Tax Facts Advisors Should Know
By John ManganaroYour clients are bound to have tax questions as annuity sales boom.
August 08, 2023
15 Cities With the Most Seniors Still WorkingWorking past retirement age can come with Social Security and Medicare planning issues.
August 04, 2023
Research Suggests 2 Keys to Solving the Annuity PuzzleUnless retirees understand how a product works and its benefits, they aren't likely to buy it.
August 02, 2023
Beyond the 4% Rule: Creating Retirement Spending Guardrails That Really WorkRetirement researcher Derek Tharp lays out a strategy that avoids the pitfalls of Monte Carlo simulations.
August 02, 2023
The Big Thing Clients Don't Get About Social Security Spousal BenefitsMany clients (and some advisors) mistakenly believe they have a choice between their own benefit and their spouse's.
July 31, 2023
Would a Higher Social Security Claiming Age Boost the Economy?Projections show that one of the program's trust funds will run out of reserves by 2033, which would result in an immediate 23% benefit cut.
July 27, 2023
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.After creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 27, 2023
Why a 2024 Social Security COLA Under 4% Would Be Good News: MunnellThis would be much lower than previous years but reflects the fact that inflation is finally moderating.