Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Big Retirement Risk Michael Finke Is Seeing Now
By Ginger SzalaThe American College professor talks about the datapoint that's flashing a warning to retirees and what advisors should do.
November 09, 2021
Roth IRA Conversions Are Key to Long-Term Tax Plans, but Watch OutHere's how to prevent your client's CPA from foiling the 5- to 10-year plan you've carefully built.
November 08, 2021
Great Resignation? Not for Older Workers, Study FindsA quarter of workers over 45 say they've pushed back their retirement or plan not to retire at all.
November 04, 2021
15 States Where Wages Grow FastestThere's a 36-percentage-point difference in wage growth between the state at the top of the list and the one at the bottom, according to Approve.com.
November 03, 2021
12 Best States for Retirement ReadinessMagnifyMoney analysts used Census data to find the states whose older residents were in the best financial shape.
November 03, 2021
Congress May Set a $2K Medicare Drug Plan Patient Spending CapThe cap is part of the Democrats' spending package battle.
November 03, 2021
IRA Holders Can Reap Extra Tax Benefits With This Charitable StrategyQualified charitable distributions are more than a giving strategy; they can help retirees reduce RMDs and taxable income.
November 01, 2021
Social Security Claiming and the Divorced Spouse, Part 2: RemarriageWhen it comes to claiming Social Security after remarriage, rumors and myths abound. Let's unpack some of them.