Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
2023 Social Security COLA Estimate Rises to 8.9% as Inflation Climbs
By Ginger SzalaThe average Social Security recipient has lost $162.60 in purchasing power in 2023, according to an advocacy group.
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.
April 07, 2022
Workers Want Guaranteed Lifetime Income: Allianz Life's Matt GrayHe hopes to help close the gap between what people have and what they'll need.
April 07, 2022
Investment Strategist Challenges Genworth BoardScott Klarquist says the company's executives are paid as well as executives at companies with bigger market caps.
April 06, 2022
Jeffrey Levine: 10 Ways IRS' Secure Act Regs Affect Planning, RMDsThe CPA breaks down the proposed regulations, including some provisions that surprised retirement and estate planners.