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.
September 30, 2022
About That 5-Year Gender Longevity Gap …The gender life expectancy gap may be five years at birth, but it's a different story at 65.
September 29, 2022
Irrevocable Life Insurance Trusts in Estate Planning: Common PitfallsAn ILIT wants to help you keep clients out of the traps.
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 21, 2022
Actuaries Post Retirement Guide Aimed at Older RetireesThe Society of Actuaries' new Late-in-Life Decisions Guide offers guidance for those in the later stages of retirement.
September 20, 2022
John Hancock to Pilot 50-Cancer Detection TestThe insurer will pay 50% or 100% of the cost and will not get individual insureds' results.
September 20, 2022
Retirement Income Planning? What's That?What some participants in a new Kiplinger's-Athene survey said about their retirement strategy might surprise you.
September 20, 2022
12 States Where $500K Will Last Longest in RetirementRetirees in the least expensive states could eke out as much as seven extra years from a $500,000 nest egg.
September 16, 2022
TIAA Names a Retirement Thought Leader: Executive ChangesSurya Kolluri will be the new head of the TIAA Institute.
September 13, 2022
Just 11% of Near-Retirees Plan to Delay Social Security Benefits Until 70In a survey, they cited a number of reasons for wanting to claim earlier.
September 01, 2022
COVID-19 Could Cut Future U.S. Death Rate: ResearchersBut the team, which includes Alicia Munnell, says any effect on the Social Security trust fund is likely to be small.