Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Congress May Set a $2K Medicare Drug Plan Patient Spending Cap
By Allison BellThe cap is part of the Democrats' spending package battle.
November 01, 2021
How Does Social Security Rank Against Other Countries' Retirement Programs?Mercer and the CFA Institute have issued a report card grading retirement systems across the world.
November 01, 2021
Immediate Annuity Buyers Changed: CannexThe typical client is a little older, wants more income and is paying more.
October 29, 2021
Biden Plan Drops Retirement Changes, Leaves Backdoor Roths IntactMeanwhile, retirement trade group IRI is shifting its efforts toward the Secure Act 2.0, which raises the RMD age.
October 27, 2021
Top 12 Reverse Mortgage Questions, AnsweredHere's what to know about who qualifies, tax treatment and what happens after the borrower's death.
October 26, 2021
Where Clients Go Wrong in Predicting Life ExpectancyCare must be taken to ensure mortality assumptions are reasonable because errors can significantly impact a retirement plan.
October 26, 2021
13 Scariest Retirement Statistics: 2021These scary facts could make pre- and post-retirees tremble.
October 26, 2021
Why Social Security Claiming Comes First in Retirement PlanningSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.