Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
5 Steps for Advising Retired Clients in a Down Market
By Roger WohlnerYour retired clients may be especially concerned about a downturn and wonder what it means for their future.
June 23, 2022
Can You Avoid the 5-Year Inherited IRA Distribution Trap?Some clients may not know which distribution period applies to them when they inherit an account.
June 23, 2022
Many Retirees Wish They'd Planned, Saved Earlier: EBRI SurveyRetirees with a financial advisor, a financial plan and more assets were less likely to regret their previous financial decisions.
June 22, 2022
What a Nursing Home Room Really Costs Now in the 5 Most Populous StatesLincoln Financial uses the data to help advisors show clients what they're up against.
June 21, 2022
What Retirees, Pre-Retirees Want Most From Advisors: New SurveySocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.
June 21, 2022
Michael Finke Teams With Life Insurer on Income Planning ProgramProtective Life Corp.'s new program will provide strategies for analyzing clients' income needs and risks.
June 21, 2022
Debate: Should 401(k)s Offer a Social Security 'Bridge' Option?Requiring plan sponsors to facilitate this strategy would benefit workers but would be complicated to implement.
June 21, 2022
The Secure Act Changed Inherited IRA Rules. What's an Advisor to Do?IRAs may be one of your clients' largest stores of wealth. Here's what to consider for retirement and estate planning.