Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Best States for Military Retirees: 2021
By Michael S. FischerWalletHub compared the 50 states and D.C. by the economy, quality of life and health care.
May 25, 2021
Secure Act 2.0: What Retirement Experts Think of 4 Key ProvisionsHere's what 401(k) pioneer Ted Benna and others had to say about some major parts of the proposal.
May 21, 2021
How Retirees Can Avoid Tax Traps in Social Security, Medicare, Capital GainsWell-meaning retirement income moves can often have surprising tax consequences.
May 20, 2021
Does Working Longer Help You Live Longer?A CRR analysis of a Dutch tax incentive finds a possible link between working longer and increased longevity.
May 18, 2021
How Differently Retirees, Pre-Retirees See the FutureSince 2002, Gallup polls have found that about 77% of retirees think they have enough money to live comfortably after they stop working vs. roughly 49% of those not yet retired.
May 13, 2021
Top 11 Fastest-Rising Costs for Older AmericansThe jump in inflation this past month could cause more pain for older clients.
May 12, 2021
Social Security COLA for 2022 Expected to Be Biggest Since 2009The estimate is based on a "highly unusual inflation jump," Mary Johnson of The Senior Citizens League says.
May 06, 2021
Wade Pfau Makes Case for Raising Top Social Security Claiming Age to 72Letting retirees further delay claiming, while allowing benefits to rise, would be more helpful than delaying RMDs, he tells ThinkAdvisor.