Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
COVID-19 Reminded Business Owners About Exit Planning: Steve Parrish
By Allison BellA top planner looks at how helping a client sell a firm and retire on its value works today.
June 24, 2022
5 Steps for Advising Retired Clients in a Down MarketYour retired clients may be especially concerned about a downturn and wonder what it means for their future.
June 23, 2022
Beware the Social Security Income Replacement Cliff: Alicia MunnellMunnell, a top retirement researcher, read the Social Security trustees report. She has some notes.
June 23, 2022
Debate: What If Roth IRAs Had Lifetime RMDs, Too?Two professors discuss a proposal to harmonize the RMD rules for Roth and traditional IRAs.
June 23, 2022
Can You Avoid the 5-Year Inherited IRA Distribution Trap?Some clients may not know which distribution period applies to them when they inherit an account.
June 23, 2022
Many Retirees Wish They'd Planned, Saved Earlier: EBRI SurveyRetirees with a financial advisor, a financial plan and more assets were less likely to regret their previous financial decisions.
June 22, 2022
What a Nursing Home Room Really Costs Now in the 5 Most Populous StatesLincoln Financial uses the data to help advisors show clients what they're up against.
June 21, 2022
What Retirees, Pre-Retirees Want Most From Advisors: New SurveySocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.