Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Should Your Client Take Their RMD in Stock?
By Roger WohlnerClients can transfer securities to a taxable account without selling them or otherwise taking a cash distribution.
May 12, 2026
10 Hottest U.S. Housing Markets: 2026In these locales, a Zillow report finds, demand for homes outstrips the number of homes for sale.
May 12, 2026
Sharply Higher Social Security COLA Expected for 2027Rising gas prices pushed one new estimate for retirees' annual raise to 4.2%, up from 2.8% this year.
May 11, 2026
How Frontloading Taxes Can Help Prevent Pain in RetirementPaying taxes sooner at lower rates, Wade Pfau suggests, offers "immediate benefits" related to future RMDs.
May 07, 2026
5 Best and 5 Worst Entry-Level Jobs in 2026WalletHub graded 108 occupations on factors like starting pay, growth potential and the likelihood of working long hours.
May 06, 2026
Most Advisors Doing Income Planning Don't Have Advanced Skills: StudyA new American College survey finds no correlation between years of experience and level of expertise.
May 06, 2026
Small Annuity Decisions, Big Tax ConsequencesHave you ever thought about when a client should draw cash from a non-qualified annuity?
May 01, 2026
Tax and Retirement Issues to Watch for in 'Gray Divorce'For advisors, retirement accounts, home sale exclusions and Social Security benefits are all worth considering.