Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
4 Timeless Tax Planning Insights for Advisors
By John ManganaroAs the uproar around inherited IRA guidelines shows, tax law is ever-changing. But some things don't change.
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.
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.