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.
July 25, 2022
Ed Slott, Ian Berger Explain 2 Good Reasons to Do a Reverse RolloverOne reason: Reverse rollovers help clients avoid being hit by the pro rata rule when doing backdoor Roth conversions.
July 22, 2022
Retirement Expenses Are Too Hard to PredictWith the DIY nature of retirement planning, too many people outlive their savings or hoard money they should be spending.
July 14, 2022
Debate: Should Pension Participants Accept Lump-Sum Buyouts Now?Two professors discuss the merits of accepting a buyout offer in lieu of receiving traditional pension benefits.
July 12, 2022
Married Women Lost Most of Their Retirement Income Edge: StudyMeanwhile, never-married women's expected earnings replacement rate has increased, Alicia Munnell and colleagues say.
July 05, 2022
Americans Underestimate Two Major Kinds of Retirement RiskA Fidelity analyst has come out with a quick guide to what typical U.S. investors are missing.
July 01, 2022
Buyers Still Want Life and Health Brokers: Stacy KirshnerThe Alvarez & Marsal insurance deal specialist says firms with a senior market focus are especially popular.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 29, 2022
Life Settlements Made a $654 Million DifferenceThat's the gap between what buyers paid for policies in 2021 and the policies' total cash surrender value.
June 28, 2022
COVID-19 Reminded Business Owners About Exit Planning: Steve ParrishA top planner looks at how helping a client sell a firm and retire on its value works today.
June 27, 2022
10 Cities Where COVID-19 May Be at a FlashpointMaybe those sparks will go out on their own. Or maybe not.