Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Stop Comparing Annuity Payout Rates to the 4% Rule
By David BlanchettMaking comparisons based on faulty assumptions could result in a retiree making a decision based on incomplete information.
January 09, 2023
14 States With Income Tax Cuts in 2023Many of the cuts are aimed at retirement income, according to the Tax Foundation.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
January 06, 2023
Jeff Levine Answers Secure 2.0 Tax Questions From AdvisorsThe CPA and financial planner addressed Roth contributions, RMDs and 529 plan rollovers.
January 05, 2023
California to Reality-Check $144K Public Long-Term Care Benefits PackageThe proposed LTC program could pay for care both inside and outside Of the state.
January 05, 2023
16 Best Countries for Retirement Abroad: 2023International Living gathered data on factors like costs, climate and health care from its on-the-ground contributors.
January 05, 2023
Iowa Tops the List for Low-Cost Medicare Supplement CoverageMonthly premiums for the least expensive Plan G policies available to that woman range from $78,65, in Iowa up to $278.25, in New York.
January 04, 2023
Secure 2.0 Cements the Role of Roth: Jeff LevineThe law includes hundreds of provisions, but the most noteworthy involve new opportunities to use Roth-type accounts.