Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Jeffrey Levine: 10 Ways IRS' Secure Act Regs Affect Planning, RMDs
By Jeff BermanThe CPA breaks down the proposed regulations, including some provisions that surprised retirement and estate planners.
April 05, 2022
Early Death Cuts Smokers' Lifetime Medicare Claims: ResearchersThe analysis could give income planners ideas about how to predict some of clients' other post-retirement costs.
April 05, 2022
Medicare Keeps Bad Marketer Penalty Out of 2023 RulesInsurer groups expect the rules to create a good environment for 2023 Medicare plans.
April 05, 2022
5 Tips for Successfully Passing Down WealthClients should educate children early on value of money and include them in financial planning discussions.
April 05, 2022
Cheat Sheet: 10 Social Security Facts Every Advisor and Client Should KnowHere's a guide for talking about Social Security with clients, even if you're not an expert.
April 04, 2022
Everything You Need to Know About Social Security's Retirement Earnings TestA thorough understanding of the test rules can enable advisors to tailor claiming strategies to their clients.
April 04, 2022
Climate Change and Retirement PlanningThe author makes the case that this will affect your clients, too.
April 04, 2022
AALTCI Finds Out What Life-LTC Hybrid Coverage Really CostsA 55-year-old man might pay $1 in premiums per year per $109 of long-term care benefits at age 85.