Partner channel · From Fidelity
Retirement & Income Planning
Income planning, withdrawal strategy, annuities, insurance, and client retirement conversations.
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The Overspending Retiree in a Rising Stock Market
Bryce Sanders -
Keeping Your Retirement Savings Clear Of The Government’s Thumb
The rationale is that government should be neutral on asset classes. It should not put its thumb on the scale by favoring some investment types
Rick Kahler -
Two-Year Rule in Life Insurance: Suicide Clause, Payouts, and Fine Print
While it can vary by state law some states like North Dakota historically mandated a one-year limit, two years is the industry standard.
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Rethinking Retirement Benefits as Worker-To-Beneficiary Ratios Keep Falling
A More Comprehensive Approach to Calculating Replacement Rates
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The New Retirement Math for Income and Legacy
It’s simpler. It’s strategic. It’s more secure. And it’s designed so your clients don’t have to make tradeoffs.
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2027 Social Security COLA: What Early Estimates Mean for Your Retirement
For retirees and those approaching retirement, the COLA plays an important role in maintaining purchasing power.
Amar Shah -
10,000 Americans Turn 65 Daily — And They’re Questioning Social Security
It’s not a one-size-fits-all approach, but there are some familiar assets that can ease the Social Security blues.
Todd Shriber -
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The Hidden Financial Problem Many American Retirees Discover in Spain
Even when their professionals are technically competent, the outcome for these retirees can still be wrong.
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Five Ways You Can Help Families Build and Sustain Generational Wealth
Help families create and sustain wealth across generations with these five strategies.
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Retirement Planning Isn’t Complete Until Long-Term Care Risk Is Addressed
But there is one retirement risk that quietly sits outside the portfolio review and it has the power to undo years of careful planning: long-term care risk
Don Connelly -
Six Pillars of Longevity Planning Every Advisor Should Add to Retirement Conversations
The definition of retirement readiness to include the non‑financial dimensions that determine whether clients thrive in retirement or simply endure it.
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The First 5 Years of Retirement Matter More Than You Think
In reality, retirement is anything but static. And while every year matters, the first five years often matter more than the rest.
Amar Shah
