Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Debate: Should Pension Participants Accept Lump-Sum Buyouts Now?
By William H. Byrnes | Robert BloinkTwo professors discuss the merits of accepting a buyout offer in lieu of receiving traditional pension benefits.
July 12, 2022
Clients' Universal Life Policies Might Contain a Retirement Planning BoostMilliman found that about half of new traditional individual universal life policies sold come with long-term care riders.
July 12, 2022
Married Women Lost Most of Their Retirement Income Edge: StudyMeanwhile, never-married women's expected earnings replacement rate has increased, Alicia Munnell and colleagues say.
July 11, 2022
Life Application Activity Loses COVID-Era LusterActivity levels for consumers ages 71 and older remain strong.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
July 07, 2022
Clients Might Get to Tap Retirement Plan Assets for Home ModificationsClients could use up to $30,000 in tax-free retirement plan distributions to make homes safer or more accessible.
July 06, 2022
Nationwide to Cut Long-Term Care Policy PricesThe move will lower CareMatters II costs by an average of 5%.
July 05, 2022
5 States Where Working-Age COVID-19 Hospitalizations Are SurgingAmong states, figures range from a decrease of about 67% to an increase of 97%.