Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Estate Planning Strategies to Rethink After the Secure Act
By Roger WohlnerNearly three years in, parts of this mammoth retirement law still haven't been finalized.
October 11, 2022
Research Centers Post Long-Term Care Policy PapersOne man wants the government to butt out. A think tank wants to expand the government's PACE program.
October 10, 2022
IRS' New RMD Guidance Brings Relief to IRA Beneficiaries — for NowWhile uncertainty remains on future RMDs, the IRS announcement gives advisors and clients more room for planning.
October 10, 2022
10 Healthiest U.S. Metro AreasIn these places, many people say their health is excellent.
October 10, 2022
The 10 Sickest U.S. Metro AreasIn these places, poor health may weigh on clients' and prospects' finances.
October 08, 2022
IRS Issues Ruling on 10-Year RMD RuleThe move answers "the No. 1 question" advisors and others have been asking about Secure Act RMD regulations, says tax expert Ed Slott.
October 07, 2022
Why Nov. 1 Might Be a Smart Retirement Date for Your Older ClientsRick Ferri is warning near-retiree clients about a potentially overlooked consideration that could cost pension recipients big-time.
October 07, 2022
Get Ready for Health Insurers to Raise Prices Next YearBenefits brokers expect rate increases of 6% to 12%, according to a survey conducted by BofA Global Research.