Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
2023 Social Security COLA Estimated at 8.6%; Inflation Slows Slightly in April
By Ginger SzalaThe average Social Security recipient has lost 40% in purchasing power since 2000, according to The Senior Citizens League.
May 09, 2022
Father of 4% Rule Urges Caution, Cash as Market Risk RisesBut recent calls to cut withdrawals to around 3% or less are too conservative, Bill Bengen tells ThinkAdvisor.
May 09, 2022
All Clients Need Bone Scans: LTCI InsiderBrittle bones can cause catastrophic problems for both women and for men.
May 06, 2022
Debate: Did the IRS Get It Right on Secure Act RMD Rules?Two professors share their opinions on the IRS' surprising interpretation.
May 06, 2022
Michael Finke Explains the Bolt-On AnnuityThe researcher says a contingent deferred annuity can be a good tool for generating lifetime income.
May 05, 2022
A Brief History of Economic Crises, Crashes and RecoveriesWhile today's soaring inflation and supply chain problems are concerning, the U.S. has historically recovered well from economic crises.
May 04, 2022
New Broadridge Consortium to Push for Annuities in Retirement PlansThe group intends to educate advisors and plan sponsors and to create a "due diligence framework" for retirement income solutions.
May 04, 2022
How QLACs Can Help Clients Manage Inflation Risk, Reduce RMDsWith inflation spiking, QLACs may be poised to protect against the threat that rising costs pose to retirees.