Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Research Centers Post Long-Term Care Policy Papers
By Allison BellOne man wants the government to butt out. A think tank wants to expand the government's PACE program.
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.
October 06, 2022
What the Future of Annuities Means for AdvisorsThe shift from accumulation to decumulation is a tough one that advisors must help clients navigate, Kelli Hueler says.
October 06, 2022
A New Paper Says Young People Shouldn't Save for Retirement. Advisors Disagree.A paper in the Journal of Portfolio Management Research takes a contrarian view on retirement savings.
October 06, 2022
Ed Slott: Bill Waiving RMDs for 2022 Is DoomedWhile the Secure Act 2.0 will likely raise the RMD age, a waiver would cause "havoc," Slott says.