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.
A 4% Rule Alternative That Won't Confuse Clients (Much)
By John ManganaroNew research explores a "novel metric" to help advisors and clients explore trade-offs in retirement withdrawal planning.
June 30, 2023
What if Social Security Went Bust and Kept Paying Full Benefits?A new CBO report examines this theoretical scenario.
June 29, 2023
8 Reasons Not to Buy an AnnuityA guaranteed stream of lifetime income sounds good, but it might not be the best option for every client.
June 27, 2023
5 Social Security Calculators to Share With Your Retirement ClientsFinancial planner Devin Caroll outlines several free and paid tools to help retirees decide when to claim benefits.
June 27, 2023
15 Cities Where Retirees' Income Goes FurthestAverage retirement income might not be the highest in these cities, but it has the most buying power.
June 23, 2023
Help Clients Get What They Need, and Want, in RetirementNot all retirement spending goals are the same, and they can be funded with different strategies.
June 21, 2023
This Retirement Investing Strategy Can Boost Income 29% a YearIt's also less risky than a 60/40 portfolio, according to a new paper.
June 20, 2023
7 Reasons Not to Make a Roth ContributionMaking Roth contributions can be a good retirement savings strategy, but not for every client or situation.