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News & Blog

Our expert faculty are frequent contributors to consumer-based media as well as to more scholarly academic publications. Keep current with recent developments in the retirement income planning field and check out the latest articles from the thought leaders who are part of the the American College Center for Retirement Income.

8 Smart Ways to Lower Your Taxes in Retirement

March 13, 2013
By:
Steve Yoder

When you leave the workforce and give up a paycheck, life seems grand – endless free time, no more alarm clocks, and lower tax rates – or so it seems at first. Even if you’re raking in over a million dollars in retirement savings a year, you won’t have to pay Social Security and Medicare taxes, and some states don’t tax such income either.

Meeting the Retirement Income Needs of the Middle Market

March 1, 2013
By:
Robert D. Shapiro

Help your clients avoid the consequences of poor planning for retirement.

Money Fix: Downsizing in Retirement

February 27, 2013
By:
Sheryl Nance-Nash

Conventional wisdom says to downsize your home in retirement. Many have no choice. But downsizing isn't the best strategy for everybody. Profits can evaporate.

Living Too Long: Where Will You Live, and How Will You Finance it?

December 1, 2012
By:
Kevin M. Lynch

Help ensure your clients enjoy retirement where they want.

Why the “Bucket Approach” to Retirement Income Planning is Conceptually Unsound

December 1, 2012
By:
Walt Woerheide

Examine the deceptive nature of the bucket approach to creating a retirement income plan.

Using Life Insurance to Help Supplement Your Retirement Income

December 1, 2012
By:
Mark A. Teitelbaum

Incorporating life insurance into your client’s retirement plan can be key to helping them save more.

Talking to Clients About Overspending in Retirement

December 1, 2012
By:
Zachary S. Parker

Getting real with your overspending clients means helping them make some difficult choices.

Retirement Strategies that Beat Father Time

December 1, 2012
By:
Curtis V. Cloke

Deferred income annuities can be a powerful option in creating a successful retirement plan.

Charitable Retirement Planning for High-Capacity Clients

December 1, 2012
By:
Phil Cubeta

Here are 12 strategies for forming your client’s charitable retirement plan.

Finding a Balance in Retirement Planning

December 1, 2012
By:
Craig Lemoine

Advisors must weigh quantitative recommendations against their client’s actual behavior.

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