Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Wade Pfau to Step Down as Full-Time Professor
By John ManganaroHe will turn his primary professional focus toward developing the Retirement Income Style Awareness program.
February 01, 2023
Secure 2.0 Makes QLACs More AppealingSecure Act 2.0 has expanded the rules governing these types of longevity annuity contracts.
February 01, 2023
Fight to Rename 'Medicare Advantage' Gets New PushRep. Mark Pocan, D-Wis., and two House colleagues are promoting the position that "only Medicare is Medicare."
February 01, 2023
GAO Digs Into Medicare Advantage Plans' Supplemental Benefits OfferingsThe majority of plans offer some dental and vision benefits, and some have added a smidge of home care.
January 31, 2023
Feds to Cut Medicare Advantage Plan Pay Over Health Score CreepFederal clawbacks of what CMS believes to be excess payments could start at $13 million this year and rise to $479 million in 2025.
January 31, 2023
Bill Could Help Clients With Breast Cancer Get Quick Medicare AccessThe version of the bill on the agenda is similar to care access bills introduced in previous congresses.
January 27, 2023
Slott, Levine: 7 Useful Facts About Tax Diversification and RetirementIt's a simple concept, but putting it into practice is anything but, Ed Slott and Jeff Levine say.
January 27, 2023
Secure 2.0: How to Use New RMD, Roth Account Rules in Client PlansSecure 2.0 created planning options for you and your clients, provided you know when to use them.