Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
5 Reasons to Consider Series I Savings Bonds Now: Jeff Levine
By Jeff BermanHigher inflation has made the "rarely used" Federal Series I Savings Bond much more appealing to investors, the tax expert says.
December 13, 2021
RMD Planning for 2021 and BeyondA client's tax situation and whether or not they need money from the RMDs are key factors to consider.
December 09, 2021
Business Owners More Confident About Retirement: TD Wealth SurveyNinety-five percent of mass affluent business owners are upbeat about their financial plans vs. 82% a year ago.
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.