income planning

Retirement Upside

The Annuity Sales Tactic That’s Backfiring on Advisors

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The behavioral psychology technique of “social proof” has real persuasive power in many contexts, but not so much for selling annuities.

2 min read

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Retirement Upside

Here’s How Good Tax Advice Can Wreck Business Owner’s Social Security Checks

Sometimes what makes sense on a year-by-year basis can come back to harm small-business owners in the long-run.

2 min read
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Retirement Upside

How Social Security Fits Into a Millionaire’s Retirement

Think a client with a few million dollars saved can be casual about Social Security claiming? Think again.

2 min read
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Retirement Upside

Think Retirees Face Just 7 Tax Brackets? There’s More to the Story

Medicare surcharges and taxes on Social Security benefits can catch uninformed clients (and advisors) by surprise.

2 min read

Retirement Upside

Ex-EBSA Head Lisa Gomez on 401(k) Trends, Fidelity-Pontera Dispute

Photo via Collaborative Consulting Solutions

Substantial strides have been made in plan design and governance, but a big advice gap continues to stymie retirement savers.

5 min read

Photo by Vlad Deep via Unsplash

Retirement Upside

Advisors Weigh Risk, Opportunity in the Life Settlement Market

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

2 min read

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