Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Ed Slott: IRS' Secure Act RMD Regs Are Effective Now; Here's How to Proceed
By Melanie WaddellClients with inherited IRAs should wait for more clarity before acting on the IRS' guidance, the CPA says.
March 30, 2022
New FATCA Reporting Rules May Hit Visitors' U.S. AnnuitiesThe budget proposal could also trip up visitors who want U.S. cash-value life insurance.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 30, 2022
Ed Slott: Secure Act 2.0 Reduces 'Draconian' RMD Penalty, Broadens RothsThe sweeping retirement bill passed in the House Tuesday and is expected to be taken up in the Senate soon.
March 30, 2022
The 5 Biggest Retirement-Related Tax BreaksThese tax code provisions help clients but increase the budget deficit.
March 30, 2022
Generation-Skipping Transfer Exemption Could Lose SuperpowersThe Biden administration wants to limit how long it can shield assets from taxes.
March 29, 2022
House Passes Secure Act 2.0, Including RMD ChangesA top annuity advocate hopes for a bill to reach Biden this year.
March 29, 2022
Jamie Hopkins: Congress Will Fix Social Security — EventuallyThe retirement expert discusses inflation, CPI-E and how Social Security will fare going forward.