Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Annuities Can Help Solve the RMD Problem
By John StevensonGuaranteed income streams can satisfy some or, in the right situation, all of a client's distribution requirement.
September 04, 2026
PRO
A Retiree With $5 Million Lived on $100,000 a Year. Here's What Changed.Advisor Charley Corbett helped the retired executive fill crucial planning gaps so she could enjoy her wealth.
September 02, 2026
Clients Who Claim Social Security Early Miss a Big Chance to Cut RMDsUsing a "bridge" strategy to delay claiming is more tax-efficient in the long term, NARSSA President Martha Shedden says.
September 02, 2026
PRO
Illness Can Wipe Out Retirement Savings, Unless Advisors Help Clients Plan AheadPreventive steps, expert say, can include long-term disability coverage and critical illness insurance.
September 01, 2026
PRO
How Adult Children Affect Gray Marriage Estate PlanningBrett Hina, of Cornerstone Private Wealth, helped an older couple entering marriage redefine the meaning of "fair."
September 01, 2026
Special Needs Plans Are Driving Medicare Advantage GrowthThe hot plans on the menu right now are the ones with a narrow focus.
August 31, 2026
PRO
QCDs: The Details Tax-Savvy Advisors Should KnowThis distribution strategy allows charitably minded clients to reduce RMDs, but it's important to avoid timing and reporting mistakes.
August 31, 2026
12 Best U.S. Cities for Retirement: 2026WalletHub ranked 182 cities on affordability, activities, quality of life and healthcare.