Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Ways and Means Brushes Past Talk of Secure 2.0 Annuity Provisions
By Allison BellThe only H.R. 2954 annuity provision mentioned involves variable annuity fund menus.
May 04, 2021
Milevsky: Advisors Should Charge More for Retirement Spending AdviceDecumulation of assets is a far more complicated process than "retirement planning," the professor tells ThinkAdvisor.
May 03, 2021
Bill to Boost RMD Age to 75 Up for First Vote WednesdayThe Securing a Strong Retirement Act of 2021 would also expand auto-enrollment and catch-up contributions in 401(k)s.
April 30, 2021
Can You Spot the Social Security Claiming Mistakes? Part 1Claiming spousal benefits under Social Security can be complicated. Here's a case study.
April 30, 2021
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio RiskMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.
April 29, 2021
Annuities Could Help the Service Industry: Idea FileMichael Finke says retirement income security increases spending on restaurants and travel.
April 27, 2021
7 Keys to Attracting Gen Xers and Millennials to Your PracticeT. Rowe Price studied Gen X and Y top earners and found differences between what they want, and what advisors think they want.
April 27, 2021
Actuaries to Study How COVID-19 Affects Patients' SpousesIn the past, one spouse's need for long-term care has increased the odds the other spouse will need care.