Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
4 Signs Your Client Is Ready for a Roth IRA Conversion
By Roger WohlnerThe tax environment is favorable, but what does your client's financial situation look like? Here's what to consider.
September 01, 2021
12 Hardest-Working States in America: 2021In honor of Labor Day, WalletHub looked at metrics like hours worked, employment rates and time spent volunteering.
August 31, 2021
Social Security Fund on Track to Go Bust by 2033: Trustees ReportThe trustees' 2021 projection is a year earlier than last year's estimate.
August 31, 2021
Comparing Coverage: A Medicare Customer Q&AFor some people turning 65 this year, Medicare may have a tough competitor.
August 30, 2021
How to Get Tax Breaks for Caring for an Aging Family MemberThose who care for a family member who qualifies as a dependent may be entitled to deduct medical expenses.
August 27, 2021
10 Long-Term Care Insurance Tax Facts to KnowHere's what financial planners should know about the tax implications of long- and short-term care insurance.
August 26, 2021
Study Finds Big Drop in Share of Households With WillsThe share of householders over 50 with a will dropped from 60% to 44% over about two decades, CRR found.
August 26, 2021
How Taxes, Medicare Premiums Erode Social Security Benefits Despite COLAsEven though benefits are indexed to inflation, retirees still get squeezed.