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Income Planning

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DC Plans Tighten Their Grip On Retiree Assets, Cerulli Says

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DC plans increasingly are offering retirees income-producing products, a company report says.

Retirement Withdrawals For Couples Are All About The Tax Brackets

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A couple's retirement withdrawals must take their brackets (and their children's) into account.

Home Equity An Untapped Source Of Retirement Income, Vanguard Says

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Relocating to a cheaper housing market can unlock at least $100,000 in assets for most retirees, company researchers say.

The U.S. Cities Where Retirement Income Goes Furthest

by FA Staff

Retirees in these cities get the most from their income when costs and taxes are considered, according to SmartAsset.

Advisors Need To Rethink Retirement Income, Reichenstein And Meyer Say

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William Reichenstein and William Meyer say marginal tax rates need to be used for calculating withdrawal rates.

Americans Say They Need $1.27M To Retire Comfortably

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That's a problem since the average U.S. pre-retiree has only saved about $110,000, a Northwestern Mutual report says.

Time Is Running Out To Avoid Cuts To Social Security Benefits

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Experts in how the program works share their ideas on how to modernize the safety net and make it sustainable.

Retirement Strategies Should Match A Client's Personality, Wade Pfau Says

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It's still the wild west when it comes to picking a retirement strategy, Pfau said.

Research On Aging Is Moving At The Speed Of AI

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Much longer lives could present an even greater need for protected lifetime income.

Longer Lifespans Demand New Advisor Playbook, Ric Edelman Says

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“Too often I've discovered financial advice is rooted in the past," Edelman said.

Want 'Retirement Alpha'? Use Annuities, Says Insurance Veteran

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The way to get extra value out of retirement portfolios is through income annuities, author Tom Hegna says.

SageView To Acquire $5.2B San Diego Retirement Plan Consulting Firm

by FA Staff

RBG also includes a wealth management business and was founded in 2010.

The U.S. Cities Where Retirees Are Relocating

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These are the destinations that are attracting the most cost-conscious retirees, according to SmartAsset.

Expanding Services To Deal With The Boomer Retirement Wave

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Consultant Steve Gresham talks about how advisors can meet the demands of baby boomer clients.

How Advisors Can Solve The Retirement Income 'Puzzle'

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Clients need to be taught the meaning of post-retirement income, says Jamie Hopkins of Carson Group.

Americans Say They Need $2.2 Million To Be Considered Wealthy

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Yet 48% of respondents said they already feel wealthy today with an average net worth of $560,000.

HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

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Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.

Fixed-Income Annuities Can Enhance Retirement Portfolios, Morningstar Says

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FIAs with lifetime income guarantees merit consideration by retirement planners in some situations, the firm says.

Uncertain Economy Has Derailed Retirement Planning For Many Americans, Study Says

by FA Staff

Americans are struggling with inflation, market volatility and other financial woes, the Allianz Life study found.

Dynamic Retirement Spending For Changing Times

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Retirement doesn't look the same as it did three years ago. Here's how you can help clients turn their assets into income to meet their spending needs.

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