Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Frontloading Taxes Can Help Prevent Pain in Retirement
By Rob BurgessPaying taxes sooner at lower rates, Wade Pfau suggests, offers "immediate benefits" related to future RMDs.
May 06, 2026
Small Annuity Decisions, Big Tax ConsequencesHave you ever thought about when a client should draw cash from a non-qualified annuity?
May 01, 2026
Tax and Retirement Issues to Watch for in 'Gray Divorce'For advisors, retirement accounts, home sale exclusions and Social Security benefits are all worth considering.
May 01, 2026
Americans' 9 Biggest Financial Worries: GallupConcerns about costs far outpace all other fiscal challenges, the annual Economy and Personal Finance survey finds.
May 01, 2026
3 Keys to Retirement Planning for Executive ClientsTheir transitions can be made more difficult by their company role, higher income levels and layers of compensation.
April 30, 2026
Medicare's Donut Hole Closed, but Enrollees Still Have Bills to PayFor many retirees, the prescription drug expenses peak at beginning of the year.
April 28, 2026
'Gray Divorce' Leaves Little Room for Error in Retirement PlanningAfter 65, the parties have more assets to split and less time to rebuild their financial lives.
April 24, 2026
Debate: Should Social Security Benefits Be Capped at $50K Per Person?A proposed change would limit annual payments to $100,000 per couple or $50,000 per single taxpayer.