Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The U.S. 'Retirement Crisis' Is a Media Myth
By Andrew G. BiggsWe are inundated with bad news regarding retirement. But the data tells a different story.
December 09, 2021
6 Long-Term Care Bills Introduced in 2021One measure would allow tax-exempt retirement plan distributions to be used to pay for long-term health care insurance.
December 09, 2021
Inflation Near 40-Year High Shocks Americans, Spooks WashingtonAlready-hot inflation is forecast to climb to 6.8%. That would be the highest rate since Ronald Reagan was president.
December 09, 2021
Jeffrey Levine: Top 10 End-of-Year Tax Planning TipsThe financial planning expert weighs in on SALT deductions, Roth conversions, crypto investing and one of his favorite movies.
December 07, 2021
5 RMD Bills Introduced in 2021Secure 2.0 aims to raise the RMD age to 73 starting Jan. 1, 2022, but the measure has not yet been taken up by the full House.
December 07, 2021
Stock/Bond Combo Is Best for Higher Retirement Spending: MorningstarResearcher John Rekenthaler outlines why a blended portfolio might provide a higher withdrawal rate for retirees.
December 07, 2021
3 Trends Reshaping Retirement: T. Rowe Price's BelskiDiscussing retirement in depth can no longer wait until your clients are in their pre-retirement years, says the executive.
December 07, 2021
10 Top Annuity Bills Introduced in 2021Lawmakers were busy introducing annuity-related bills this year as sales of the products were booming.