Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Delaying RMDs Under Secure 2.0? Beware the 'Great Tax Crunch'
By Alexis LeondisJust because clients can wait longer to take RMDs doesn't mean they should. Ed Slott suggests an alternative.
December 29, 2022
Top 20 Life and Annuity Articles of 2022The most popular article was about group annuity account statements.
December 27, 2022
The 2023 Social Security COLA Is Almost Here. What Advisors, Clients Should KnowThere are a few key messages advisors should deliver to clients as the COLA takes effect, Jeff Levine says.
December 27, 2022
7 Retirement Income Predictions for 2023It's likely to be a key year for retirement income innovation, and not just because of Secure Act 2.0.
December 27, 2022
Jamie Hopkins on Secure 2.0: What's Overhyped, What's Interesting and What to WatchThe RMD age pushback is "not the most important provision" of the new law, the Carson exec says.
December 22, 2022
Gen Zers Look Forward to Early RetirementA Northwestern Mutual study finds that Gen Zers expect to retire before 60.
December 22, 2022
Secure 2.0 Act Needs a Fix: Jeff LevineThe section of the bill on changing the RMD age appears to contain a major drafting mistake, he says.
December 22, 2022
U.S. Mortality Surge Hit People Ages 35-44 Hardest in 2021: CDCFinal figures for the year show overall life expectancy fell again, to 76.4 years.