Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Reinvest 'Excess' RMDs
By Ginger SzalaOlder clients must take their entire RMD, but that doesn't mean they have to spend it all.
May 06, 2022
Debate: Did the IRS Get It Right on Secure Act RMD Rules?Two professors share their opinions on the IRS' surprising interpretation.
May 06, 2022
Michael Finke Explains the Bolt-On AnnuityThe researcher says a contingent deferred annuity can be a good tool for generating lifetime income.
May 05, 2022
A Brief History of Economic Crises, Crashes and RecoveriesWhile today's soaring inflation and supply chain problems are concerning, the U.S. has historically recovered well from economic crises.
May 04, 2022
New Broadridge Consortium to Push for Annuities in Retirement PlansThe group intends to educate advisors and plan sponsors and to create a "due diligence framework" for retirement income solutions.
May 04, 2022
How QLACs Can Help Clients Manage Inflation Risk, Reduce RMDsWith inflation spiking, QLACs may be poised to protect against the threat that rising costs pose to retirees.
May 03, 2022
Understanding IRMAA: A Medicare Customer QuestionSome of your clients may end up paying more than others for part of Medicare.
May 03, 2022
New IRS Mortality Tables Leave Out COVID-19The IRS is asking for advice about how to handle periods when "mortality improvement" did not happen.