Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
6 Steps to Help Clients Plan for an Early Retirement
By Roger WohlnerIdentifying a client's goals, income sources and anticipated expenses is essential to developing a financial plan.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 30, 2022
Who Benefits From Raising the RMD Age Under Secure Act 2.0?This and increasing catch-up contributions, another EARN Act provision, would primarily help the wealthy, critics say.
June 30, 2022
Now What? Advice for Retiring Into a RecessionThere's no easy, one-size-fits-all answer, but there are some ways to prepare and things to keep in mind when making key decisions.
June 29, 2022
What Medicare Parts A and B Leave Out: A Medicare Customer QuestionBoth programs expose clients to many coverage holes.
June 29, 2022
Life Settlements Made a $654 Million DifferenceThat's the gap between what buyers paid for policies in 2021 and the policies' total cash surrender value.
June 29, 2022
'Mom' Factor Helps Medicare Advantage Plans at House HearingMany lawmakers talked about how much their constituents, or their own parents, like the program.
June 28, 2022
Weak Care Access Plagues Some Dying Medicare Plan Enrollees: GAOIs your client in a plan with a misleading provider directory?