Retirement income, annuities, 401(k) plans and decumulation, for advisors building income for clients. Selected by our editors.
7 videos and podcasts · new this week: 2
For wealth professionals working with retiree clients, the episode frames account-type choice and withdrawal timing as tax-planning considerations. It reviews mechanics such as RMDs, Roth conversions and asset location that can affect retirement income planning discussions.
Picked by the retirement & income deskRetirement income planning is a core advisory task, and this episode focuses on income sources other than bonds alongside withdrawal and spending decisions. Advisors working on retiree portfolios may want to hear how the guests frame those trade-offs.
Wealth professionals working with older clients or their families may find the discussion useful for understanding how cyber fraud and cognitive decline can intersect. The episode also addresses when a financial professional should be brought into the conversation.
For wealth professionals who work with retirement plans or retirement policy, the episode packages research and policy discussion around 401(k) tax incentives and retirement security. It may be useful context for conversations about plan design, tax benefits and the direction of U.S. retirement policy.
The material is framed around tax planning as a way for advisors to add value and open deeper client conversations, with a walkthrough of documents and meeting tactics rather than product discussion. It may be useful for advisors who want a repeatable process for year-end reviews and for coordinating with outside tax professionals.
For wealth professionals evaluating planning software, the session is a walkthrough of how advisors say they apply one platform across tax, risk, retirement, insurance and legacy conversations, including integration and tech-stack considerations.
It examines how guaranteed income is being incorporated into target date strategies, a structure relevant to retirement income planning. It also frames inflation persistence as a planning and portfolio-positioning issue rather than only a short-term market call.
New manager videos, podcasts and our own retirement & income stories on My Desk and in your morning edition.
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