Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Senate Democrats Seek Universal Home Care Benefits Proposals
By Allison BellLawmakers are suggesting that the new system could get ideas from an existing public program.
October 15, 2026
Ultra-Rich Donors Worldwide Gave $250B in 2025: AltrataPeople worth $30 million or more number only 557,000, a report finds, but accounted for 38% of global giving by individuals.
October 14, 2026
IRA Planning for Non-Spouse BeneficiariesRules around inheriting such accounts have drastically changed in recent years.
October 14, 2026
NARSSA Announces Inaugural Social Security SummitThe event takes place on Nov. 9, the first day of the NAIFA conference in Las Vegas.
October 14, 2026
Medicare Enrollment Show BeginsMore than 36 million older Americans are now deciding what to do about their health coverage.
October 13, 2026
PRO
Why Only 1 in 10 Retirees Draw Steady Portfolio IncomeNearly 40% don't touch their 401(k)s until RMDs kick in, new Vanguard research finds. Here's how advisors can help.
October 12, 2026
5 Tax and Planning Questions for High-Earning Pre-RetireesA 401(k) balance and an investment allocation tell only part of the story for these clients.
October 12, 2026
When Claiming Social Security Early Can Make Sense: Derek TharpWhile the Kitces.com researcher doesn't advocate early claiming, he says it's a rational choice in certain situations.