Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Would a Higher Capital Gains Tax Be Trouble for Retirees?
By Ginger SzalaRoth conversions, life insurance and HSAs could "get a boost" if investors expect a tax hike, Jamie Hopkins tells ThinkAdvisor.
April 21, 2021
Avoiding an Inherited IRA Tax Time Bomb Under the Secure ActWithout proper planning, the tax consequences of the new "10-year rule" for emptying inherited IRAs can be serious.
April 20, 2021
Medigap Plan Sales May Show Change in Buyer Tastes: AAMSI DataAn enrollee survey suggests that Plan N product sales may be booming.
April 16, 2021
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
April 16, 2021
Reg BI Exams' Scope Has Been Expanded: FINRA's Cook"Going forward, we're really expecting nothing shorter than compliance with the rule," the FINRA CEO says.
April 16, 2021
Silver Lining to Pandemic? Health Care SavingsA new Senior Citizens League survey found spending on health care across the board dropped significantly in 2020 versus 2019.
April 15, 2021
Advising Clients on IRA Contributions After Age 70½The Secure Act removed the age restrictions on traditional IRA contributions. Here's what advisors should know.
April 14, 2021
How Financial Advisors Are Protecting Retirees From InflationMorningstar's Christine Benz outlines three ways to protect against inflation. We asked advisors for their ideas.