Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
6 Retirement Income Options That Aren't Annuities
By John ManganaroA new handbook reviews non-annuity products that wealth managers can bring to bear for retired clients.
January 05, 2026
Debate: Should Medicare's Eligibility Age Be Raised to 67?The Republican Study Committee proposal more closely aligns with the eligibility rules governing Social Security claiming.
January 05, 2026
New Service Supports Estate Planning for Adults Without ChildrenChildfree Trust helps clients create estate documents and designate a professional fiduciary team to manage their affairs.
January 02, 2026
What the New Roth Catch-Up Mandate Means for 2026 Tax PlanningHigh-income taxpayers could find that their taxes will jump because of a lost tax deduction.
January 02, 2026
7 Steps for Retirement Savers Who Started LateThe old adage says it's never too late to start saving for retirement. What's the real story?
December 29, 2025
2026 Medicare Outlook: More DisruptionA market veteran expects the turmoil to increase consumer interest in Medicare supplement insurance policies.
December 28, 2025
2026 Disability Insurance Outlook: Executive BenefitsThe idea of protecting people's most valuable asset could have friends at the top.
December 24, 2025
Tax Court Ruling Involves MassMutual Whole Life Policy LoansThe policy owners received one amount. The Form 1099-R showed another amount.