Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
IRS Reminds Taxpayers of April 1 RMD Deadline
By Melanie Waddell"Starting in 2023 retirees can wait until age 73 to begin receiving RMDs," the IRS said.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.
March 07, 2023
Beware the Medicare Surcharge When Crafting Retirement Income PlansAdvisors can deliver value to clients by helping them avoid IRMAA surcharges.
March 07, 2023
Women Lag Men in Retirement Confidence, Financial Literacy: BMO SurveyWomen were far more likely than men to say they did not have a financial plan.
March 07, 2023
Spending Down 401(k), IRA Principal 'Shouldn't Be Shameful': StrategistFollowing the 4% rule leads many retirees to underspend, Sharon Carson of J.P. Morgan Asset Management says.
March 07, 2023
7 Long-Term Care Program Ideas for Taxphobic TimesMinnesota asked experts about one LTC proposal and sparked brainstorming.
March 06, 2023
Average American Expects to Retire Early: SurveyHowever, some survey respondents say they will never retire because they might not financially be able to quit.
March 06, 2023
10 Financial Planning Questions a Chatbot Would Never AskArtificial intelligence can't get to the heart of what your clients really want. You can.