Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
COVID-19 and Long-Term Care Insurance Operations
By Margie BarrieThe effects of the pandemic are still with us.
March 22, 2022
How to Safely Cash In on Your Home Equity WindfallIs it safe to use your home as an ATM, especially as fears of a recession loom? And, if so, what steps should you take?
March 22, 2022
Ed Slott: More 'Insanity' Lurks in IRS Secure Act RMD RegsThe rules "go off the rails," he says, by forcing some beneficiaries to "monitor two sets of RMD factors well into their 90s!"
March 22, 2022
6 New Long-Term Care Insurance Bills in Play NowLTC insurers paid out $12.3 billion in claims in '21 — a big jump from prior years, according to the American Association for Long-Term Care Insurance.
March 21, 2022
When Medicare Enrollees Return to Work: A Medicare Customer Q&AMany people move in and out of the labor market after age 65.
March 21, 2022
Don't 'Torpedo' Medicare, Social Security in Retirement Plans: William MeyerRetiree Inc.'s CEO says good intentions can go wrong, such as when a Roth conversion raised a client's Medicare premium, an outcome that "will likely" get the advisor "fire[d]."
March 21, 2022
Top 10 States for Medigap Plan N SalesThese plans use copayments and tougher provider reimbursement rules to slash premiums.
March 21, 2022
Long-Term Care Players Gather — in PersonOptimism, about topics such as a resurgence in group long-term care insurance, is in the air.