Retirement income, annuities, 401(k) plans and decumulation, for advisors building income for clients. Picked by our desks.
2 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 deskAdvisors fielding client questions about election-year politics get a concise framing of one firm's argument that political outcomes matter less to markets than investors assume. It is also a prompt for discussing how political risk aversion can shape client behavior around elections.
New manager videos, podcasts and our own retirement & income stories on My Desk and in your morning edition.
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