Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Tax Court Decision Shows Pitfalls of Self-Directed IRAs
By Robert Bloink | William H. ByrnesWhile a checkbook control IRA can give the account owner more control over retirement investments, serious negative tax consequences can result.
January 05, 2022
17 Best Countries for Retirement Abroad: 2022International Living ranks the 25 countries in its index across 10 categories each year.
January 04, 2022
The Hidden Hazards of Taking a Social Security Lump SumA client's plan to work six months after full retirement age and then collect a big payment could have consequences.
December 29, 2021
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael CrookWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 29, 2021
Why Advisors Need to Be 'Like a Quarterback': Ken DychtwaldPeople want their advisor "to get them thinking, talking and planning so they can have secure and satisfying longevity," says the Age Wave CEO.
December 29, 2021
10 Worst States for Health Care in 2021MoneyRates looked at the average health insurance premium and ratio of doctors to state population, among other factors.
December 29, 2021
10 Best States for Health Care in 2021MoneyRates looked at the average health insurance premium and ratio of doctors to state population, among other factors.
December 28, 2021
8 Things to Say to Clients Before New Year's EveIt's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate.