Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
6 Quick Stats on How Retirees Use Medicare Advantage
By Emily HolbrookMedicareGuide asked participants why these plans are popular — and why some enrollees switched to Original Medicare.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 15, 2022
Pandemic Housing Rally Is Heating Up AgainRising rates, at least in the short term, could shrink inventory even more.
February 15, 2022
Work-From-Home Medicare Agents' Productivity Is Falling: PrimericaThe company also found some other problems when it jumped into the paradise market.
February 14, 2022
New Mexico Could Be Next State to Cut Social Security TaxesA bill under consideration must clear the Senate Finance Committee by noon Thursday.
February 10, 2022
Retirement Income Group Backs Elton JohnThe Alliance for Lifetime Income earlier sponsored a Rolling Stones tour.
February 10, 2022
Fed's Bullard Backs Supersized Hike, Seeks Full Point by July 1The head of the St. Louis fed spoke after the January consumer price index report showed a 7.5% annual increase, the biggest since 1982.
February 09, 2022
Do RMDs Work Better Than the 4% Rule?Michael Finke, David Blanchett and Christine Benz discuss whether this variable spending approach is more realistic for retirees.