Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Gallup Sees Fewer Americans Retiring Before 65
By Allison BellRelatively young clients who tell you they want to keep working until they are 75 may not be all that likely to meet that goal.
July 19, 2022
'Will RMDs Drain My Account?': Morningstar's Benz Answers a Common Retirement QuestionThe personal finance columnist discusses how to reduce RMDs and offers some tax-friendly ideas for reinvestment.
July 19, 2022
California State Lawmaker Tries to Keep Insurance Legislators TalkingNCOIL President Ken Cooley could influence how the Golden State addresses long-term care financing.
July 18, 2022
UnitedHealth Announces Strong Q2 Earnings as New COVID-19 Wave HitsUnitedHealth reported $5.2 billion in net income for the quarter on $80 billion in revenue, both increases over Q2 in 2021.
July 15, 2022
Manchin Says No to New Tax Hikes, Climate SpendingThe senator said he's only willing to support legislation to lower prescription drug prices and extend enhanced Affordable Care Act subsidies.
July 14, 2022
Debate: Should Pension Participants Accept Lump-Sum Buyouts Now?Two professors discuss the merits of accepting a buyout offer in lieu of receiving traditional pension benefits.
July 13, 2022
Secure Act 2.0: How the House and Senate Bills Compare in 5 Key AreasIan Berger of Ed Slott & Co. lays out several differences between the House-passed bill and the Senate EARN Act bill.
July 12, 2022
30% of Advisors Changed Their Retirement Plans Due to Pandemic: AmeripriseAmeriprise also asked advisors to name their most pressing challenges.