Retirement Upside

Actionable insights for financial advisors guiding clients through the strategies, products, and policy shifts shaping retirement outcomes.

Insurance and Annuities

Advisors Weigh Risk, Opportunity in the Life Settlement Market

Photo by Vlad Deep via Unsplash

Selling a life insurance policy alleviates one of premium payments and mismatched terms, but the process isn’t foolproof.

2 min read

The Surprising Retirement Planning Mistake that Starts at the SSA

Photo by Greggory DiSalvo via iStock

2 min read
Clients’ Medicare Costs Set to Soar in 2026

Photo by A. C. via Unsplash

2 min read

Tax Tips

Is AI the Answer for Mass-Market Retirement Advice?

Photo by Getty Images via Unsplash

Savers with significant assets can get great retirement advice, but those of lesser means are often left out.

2 min read

Tax Tips

Early Gifts Can Kickstart Next-Gen Retirement Savings

Photo by Jess Bailey via Unsplash

Parents can give up to $38,000 each year to their kids without triggering taxes, as much as $7,500 of which could be put in a Roth IRA.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.