Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security Benefits Are Taxed? Ouch!
By Marcia MantellNew retirees often find themselves in a higher tax bracket than they expected.
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.
February 22, 2022
15 Most Expensive States for Long-Term Care: 2021Labor shortages and the pandemic have pushed up costs of home-based and nursing home care, Genworth reports.
February 18, 2022
Early IRA Distributions Without Penalty Just Got More AttractiveNew IRS guidance gives IRA holders using this emergency cash option a chance to receive larger payments.
February 18, 2022
Bill to Cut Social Security Taxes Heads to Governor's Desk in New MexicoThe bill eliminates taxes on Social Security benefits for lower- and middle-income residents.