Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Use an Annuity to Solve the Stretch IRA Problem: Idea File
By Allison BellGary Mettler says the IRS closed one door but left another door open.
April 20, 2022
New Long-Term Care Insurance Rate Pact May Speed Rate HikesPolicyholders are angry. Insurers say they still need more help with raising prices.
April 20, 2022
How to Live With Long-Term High InflationAmericans used to get along just fine when higher inflation was the norm. But the world is different now.
April 19, 2022
Older Investors Blame Inflation, Low Interest Rates as They Worry About Retirement IncomeSixty-two percent of annuity owners said the money they've saved will last the rest of their life.
April 19, 2022
Ed Slott: IRS Secure Act Regs Are 'Final Nail in the Coffin' for IRAs in Estate Plans"RIP IRAs as a long-term planning vehicle," Slott tells ThinkAdvisor.
April 19, 2022
New WealthConductor App Lets Advisors Use Health Data in Retirement PlanningIncomeConductor Health+ will enable advisors to use data like longevity and health care expense projections in client plans.
April 19, 2022
Pacific Life to Change Long-Term Care Product StrategyThe company says it sees promise in riders on cash-value life policies.