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.
August 23, 2021
Christine Benz Calls Semi-Retirement a 'Phenomenon'More retirees are choosing to stay partially in the workforce for financial and other reasons, the personal finance director tells ThinkAdvisor.
August 23, 2021
Study Finds 'Guaranteed Income for Life' More Popular Than AnnuitiesA Morningstar researcher asked the same questions about a hypothetical product with different names and got different answers.
August 02, 2021
Working Longer Is Losing Traction for Less Educated and Black AmericansWhile the average American can work into their 70s, that doesn't tell the whole story, according to the Center for Retirement Research.
July 27, 2021
COLA Wars: Will Congress Change How Social Security Raises Are Calculated?The fate of a recent Social Security bill is uncertain. Meanwhile, an index tracking seniors' costs is rising more slowly than the broader index.
July 23, 2021
CPI-W vs. CPI-E: How Should Social Security COLAs Be Calculated?Two professors debate whether a consumer price index for older adults should determine Social Security benefit increases.
July 22, 2021
Plan Sponsors Want More Guidance From Advisors: FidelityWorkplace retirement plan sponsors are demanding more from their advisors to improve participant outcomes, a new study found.
July 22, 2021
6 States Where Auto-IRAs Are Up and RunningSome of these states require businesses to participate; others don't. More state retirement programs are likely coming soon.
July 21, 2021
COVID-19 Slashes U.S. Life Expectancy at Age 65The news means a typical 2020 retiree might spend about 4% less time being retired.
July 20, 2021
The Real Threat of Inflation in RetirementThe recent CPI jump may actually be a boon for retirees, but the effects of inflation on retirement are broader than a price index can capture.
July 15, 2021
5 Ways to Use Social Security's New Statements to Help Your ClientsA new graphic illustrating the effects of claiming at nine different ages makes a handy tool even handier, Jeffrey Levine and others say.