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.
12 Best States for Retirement in 2021
By Michael S. FischerBankrate graded the states on affordability, wellness, weather, culture and crime.
June 30, 2021
LGBTQ+ Consumers Have High Retirement Savings Goals: SurveyLGBTQ+ respondents feel they should save 20% of their salary for retirement, vs. 15% for the broader population, Lincoln Financial Group found.
June 29, 2021
Trendspotter: Reverse Mortgages Help Retirees Capitalize on Their Biggest AssetDemand for these products, which once had a bad reputation, spiked during the pandemic, a professor says.
June 24, 2021
Wait Till 70 for Social Security? No Way, Say Most Americans: SurveySchroders surveyed pre- and post-retirees 45 and older and found that only 10% planned to wait until 70 to claim benefits.
June 22, 2021
IRA Rollovers Hit Record Pace, Still Accelerating: StudyFinancial advisors are the biggest influencers in rollover decisions, according to the Secure Retirement Institute.
June 18, 2021
What's Behind the Soaring Social Security COLA Estimates for 2022?The pandemic had some "oddball" effects on the price index on which Social Security COLAs are based, analyst Mary Johnson says.
June 10, 2021
6 Ways to Help Clients Avoid Medicare's IRMAA Surcharges in RetirementWith appropriate income withdrawal strategies, your clients can lessen their exposure to these charges.
June 04, 2021
Retirement Savers, Plan Sponsors Demand Income Products: BlackRockThe Secure Act opened the door to in-plan income solutions, but the pandemic has delayed their adoption.