Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Plan When One Spouse Retires While the Other Keeps Working
By Jane Wollman RusoffThis arrangement helps couples stretch retirement assets, but be mindful of "the psychological component," Douglas Boneparth says.
July 29, 2022
Globe Life Releases COVID-19 Death AssumptionsThe company estimates that the death toll will fall to 60,000 in the second half, from 185,000 in the first half.
July 28, 2022
Schumer-Manchin Deal May Raise Some Life Insurers' TaxesHere are H.R. 5376 highlights for life, health and annuity advisors.
July 26, 2022
Travel: A Medicare Customer Q&AWhat happens if an older client goes on vacation and gets sick?
July 26, 2022
Texas Agent to Lead National Health Advisor GroupKelly Fristoe still sells ordinary major medical coverage as well as Medicare plans and employee benefits.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 25, 2022
Ed Slott, Ian Berger Explain 2 Good Reasons to Do a Reverse RolloverOne reason: Reverse rollovers help clients avoid being hit by the pro rata rule when doing backdoor Roth conversions.
July 25, 2022
Strong Plan N Sales Could Signal Dramatic Shift in Medigap MarketIf current sales trends continue, the share of Medigap users with lean Plan N coverage could soon triple.