Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Financial Planning Steps to Take Within 10 Years of Retirement
By Roger WohlnerFollowing these steps will help ensure your client can retire successfully and on time.
April 15, 2022
Debate: Are the New RMD Regs for Successor Beneficiaries Too Complex?Two professors discuss the challenge and practicality of proposed rules on when these beneficiaries must empty IRAs.
April 14, 2022
Anti-Annuity Advisors Shouldn't Be in Business, 'Stan the Annuity Man' Says"If you're an advisor who tells clients, 'You should never look at an annuity,' you're a fool," he tells ThinkAdvisor.
April 14, 2022
UnitedHealth Adds 800,000 Medicare Advantage EnrolleesThe insurer also posted Medicare supplement insurance and Medicare Part D drug plan numbers.
April 14, 2022
Bad Retirement Savers Expect to Die YoungWorkers with financial fears are much more pessimistic than life expectancy tables about how long they'll live.
April 14, 2022
Young Retiree Market Grows 3.3%But new Census Bureau estimates show shrinkage in the near-retiree and 85-and-up markets.
April 14, 2022
Where Secure Act 2.0 Gets Complicated: Hopkins, Levine, TreichelRetirement experts explain where the popular bill gets "unnecessarily complicated" and downright odd in a ThinkAdvisor webcast.
April 13, 2022
Is the Attack on Annuities Still Fair?Clients apparently want annuities more than many advisors realize, and this disconnect may be due to outdated perceptions.