Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Don't Overlook Post-Retirement Roth Conversion Benefits
By William H. Byrnes | Robert BloinkThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 21, 2023
How the Ramsey vs. 'Supernerds' 4% Spat Helps RetireesThe heated debate about "safe" spending in retirement shows how tough the process really is.
November 20, 2023
The 12 Worst States for Kidney DiseaseNew CDC survey results show the prevalence of this deadly, costly condition increased sharply,
November 16, 2023
7 'Irrational' Reasons People Avoid Annuities: StudyPeople shun these products for myriad reasons, some of which are more valid than others, CRR researchers write.
November 16, 2023
Kitces: Making Retirement Portfolios Last by Managing a Key RiskA key message leaving the workforce: Conservative withdrawal rates in early retirement can mean outsize results.
November 16, 2023
UnitedHealth Faces Suit Over AI-Based Medicare Advantage Claim DenialsThe plaintiffs assert that the predictive system used to justify denials of post-acute care is too rigid.
November 16, 2023
A Medicare Part D Premium Warning for Financial PlannersSignificant hikes in 2024 may surprise some of the millions of retirees enrolled in the system's drug plans.
November 16, 2023
Why Are So Many American Men Dying?Scientists found that deaths classified as suicides or homicides were not a big driver.