Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Female Investors Become More Proactive in Financial Planning
By Michael S. FischerCOVID-19 has significantly influenced how women viewed their finances, a Nationwide Retirement Institute study found.
March 01, 2022
Social Security Benefits Are Taxed? Ouch!New retirees often find themselves in a higher tax bracket than they expected.
March 01, 2022
What to Tell Clients Who Want to Retire Now: Advisors' AdviceWe asked advisors how war in Ukraine and surging inflation might affect clients ready to retire within six months.
February 25, 2022
15 Cheapest States for Long-Term Care: 2021Costs are surging nationwide, but care is still far cheaper in some states than others, Genworth reports.
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 24, 2022
SALT Alternative Takes Shape as Democrats Move Past Biden PlanThe latest state and local tax deduction bill would remove today's $10,000 cap for some taxpayers and raise the limit to $60,000 for others.
February 23, 2022
IRS Releases Long-Awaited Secure Act RMD RegsThe Secure Act, enacted in 2019, left many open questions about RMDs, Ed Slott says.
February 23, 2022
12 States That Tax Social Security Benefits: 2022One state dropped the tax in 2021, and others are cutting back or phasing it out.