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.
March 03, 2022
5 Questions to Test How Scared Your Client Might GetMetLife came up with a quick screening tool to measure consumers' risk tolerance.
March 03, 2022
Female Investors Become More Proactive in Financial PlanningCOVID-19 has significantly influenced how women viewed their finances, a Nationwide Retirement Institute study found.
March 01, 2022
Social Security Benefits Are Taxed? Ouch!New retirees often find themselves in a higher tax bracket than they expected.
February 24, 2022
SALT Alternative Takes Shape as Democrats Move Past Biden PlanThe latest state and local tax deduction bill would remove today's $10,000 cap for some taxpayers and raise the limit to $60,000 for others.
February 23, 2022
12 States That Tax Social Security Benefits: 2022One state dropped the tax in 2021, and others are cutting back or phasing it out.
February 18, 2022
Bill to Cut Social Security Taxes Heads to Governor's Desk in New MexicoThe bill eliminates taxes on Social Security benefits for lower- and middle-income residents.
February 16, 2022
Older Adults' Savings Took a Beating in 2021: StudyA survey of 1,131 older adults found that almost 60% had lost more than 10% of their savings in 2021.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 14, 2022
New Mexico Could Be Next State to Cut Social Security TaxesA bill under consideration must clear the Senate Finance Committee by noon Thursday.
February 10, 2022
Retirement Income Group Backs Elton JohnThe Alliance for Lifetime Income earlier sponsored a Rolling Stones tour.