Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Income? Uh, What's That?
By Allison BellEven in a place where you'd think the users would have all had a plan: Nope.
April 12, 2022
2023 Social Security COLA Estimate Rises to 8.9% as Inflation ClimbsThe average Social Security recipient has lost $162.60 in purchasing power in 2023, according to an advocacy group.
April 11, 2022
4 Big Retirement Planning Topics That Baffle InvestorsMany workers age 40-73 struggle with these concepts, a survey shows. Do your clients understand them?
April 11, 2022
Retirement Planning Is No Laughing Matter: WealthConductor CEOYour clients want a customized planning approach that addresses their biggest fears, Sheryl O'Connor tells ThinkAdvisor.
April 11, 2022
All-Cause U.S. Mortality Was Up 29% in Early 2022About 21% of Americans who died in January and February had COVID-19.
April 08, 2022
Debate: Should RMDs Begin at Age 75 Instead of 72?Two professors share their opinions about one of the major changes proposed in Secure Act 2.0.
April 07, 2022
New IRS RMD Regs Bring a New Twist for Successor BeneficiariesThese beneficiaries may be required to take annual RMDs over the 10-year payout period — but it gets tricky.
April 07, 2022
8 Steps to Help Clients Effectively Withdraw Retirement AssetsHow much should your client withdraw from different retirement accounts and in what order? Here's how to figure it out.