Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
A Simple Solution for Retirees in Bear Markets
By John ManganaroSimple? Yes. Easy? Not always. Cheaper than your clients might think? Likely.
October 17, 2022
IRA Cheat Sheet: How to Avoid RMD Penalties, Minimize Taxes Before Year-EndFailure to act by Dec. 31 can result in stiff penalties and missed opportunities for tax savings.
October 14, 2022
Medicare Advantage Market Still Looks Great: UnitedHealth ExecutivesA small player cut back. A giant is getting ready to grow.
October 14, 2022
Will Fidelity Steal Advisors' Rollover Lunch?Fidelity's new platform could lead more retirees to annuitize their 401(k) instead of rolling it into an advised account.
October 14, 2022
Google Sees Strong Shopper Interest in Medicare Advantage PlansThis could be a good year for Medicare plan sales.
October 13, 2022
Biggest Social Security COLA in Decades Could Push Retirees Over a Tax CliffClients may want to adjust their withdrawal strategy to minimize taxes, Edelman Financial Engines exec Christopher Jones tells ThinkAdvisor.
October 13, 2022
The Baby Boomers and MedicareIn less than eight years, all U.S. baby boomers will be at least 65.
October 13, 2022
Inside the Social Security COLA CalculationsHere's a primer on the inflation-adjustment machinery.