Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Many Americans Aren’t Looking Forward to a Happy New Year: Survey
By Michael S. FischerNearly half are more stressed heading into 2026 than they were 12 months ago, Allianz Life finds.
December 23, 2025
NAIFA President Worries About Life and Annuity Long-Term Care RidersChristopher Gandy told state regulators he has concerns about pricing and underwriting.
December 23, 2025
FAQ: How Roth Conversions Affect RMDs and Estate PlanningThis retirement planning strategy can reduce future taxes for the client — and their beneficiaries.
December 23, 2025
Disability Insurance Builds Financial WellnessHere are three ways advice about income protection can make clients stronger.
December 22, 2025
8 Insights From 2025 That Will Reshape Retirement Planning2025 brought new ideas from researchers and planners on how to effectively invest for, and safely spend in, retirement.
December 22, 2025
Why More Seniors Are Returning to Work After RetirementA new survey identifies a clear uptick in the proportion of people who "unretire."
December 22, 2025
5 Things to Know About Pushing the Medicare Eligibility Age to 67That probably won't happen any time soon, analysts say. But it could.
December 22, 2025
11 New Stats on Retirees' Income and Savings: 2025While half retired earlier than expected, the vast majority of retirees say they are happy, Transamerica finds.