Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
This Annuity Helps Retirees Outperform 4% Withdrawal Rule: RetireOne
By John ManganaroContingent deferred annuities can meaningfully improve outcomes for retirement savers, a white paper argues.
June 08, 2023
6 Truths about Medicare Supplement Insurance PlansFor some clients, Medicare Advantage plans could work. For others, there's an alternative.
June 08, 2023
New York Regrets How It Regulated Long-Term Care Insurance RatesOfficials say they want to keep the issuers solvent and revive the LTCI market.
June 08, 2023
Travel Outranks the Kids on Gen X Retirement Planning Priority ListSupport for parents ranks (far) below "I haven't thought about retirement expenses yet."
June 07, 2023
Why Clients Shouldn't Wait to Claim Ex-Spousal Social Security BenefitsThe ex-spouse's benefit will not increase if they wait beyond full retirement age to claim it.
June 07, 2023
10 Reasons to Claim Social Security Before 70Waiting until age 70 will result in the highest possible benefit, but it's not always the best choice.
June 02, 2023
12 Most Affordable Big Cities to Buy a Home: 2023WalletHub ranked 300 U.S. cities using factors like home prices, taxes and vacancy rates.
June 02, 2023
9 Weird Facts About Social Security's Retirement Earnings TestUnderstanding earnings test rules can help clients tailor claiming strategies when "working in retirement" is on the table.