Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Avoiding Nasty Surprises in Roth IRA Conversions: A Case Study
By Marcia MantellUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 29, 2022
What Medicare Parts A and B Leave Out: A Medicare Customer QuestionBoth programs expose clients to many coverage holes.
June 29, 2022
Life Settlements Made a $654 Million DifferenceThat's the gap between what buyers paid for policies in 2021 and the policies' total cash surrender value.
June 29, 2022
'Mom' Factor Helps Medicare Advantage Plans at House HearingMany lawmakers talked about how much their constituents, or their own parents, like the program.
June 28, 2022
Weak Care Access Plagues Some Dying Medicare Plan Enrollees: GAOIs your client in a plan with a misleading provider directory?
June 28, 2022
COVID-19 Reminded Business Owners About Exit Planning: Steve ParrishA top planner looks at how helping a client sell a firm and retire on its value works today.
June 27, 2022
10 Cities Where COVID-19 May Be at a FlashpointMaybe those sparks will go out on their own. Or maybe not.
June 24, 2022
Warn Clients About Long-Term Care Costs Early: Jeff BeligottiThe New York Life executive predicts typical older clients will spend more than $100,000 on care.