Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
7 Important Tax, Retirement Topics for Year-End Planning
By Roger WohlnerA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 10, 2021
How to Protect Portfolios When Inflation Hits: Advisors' AdviceThe October CPI data shows 6.2% inflation over past 12 months. How are advisors protecting client investments?
November 09, 2021
How and Why to Use Roth IRAs in Estate PlanningThe Secure Act has made Roth IRAs more valuable as a tax-efficient way to pass assets to heirs.
November 09, 2021
Roth IRA Conversions Are Key to Long-Term Tax Plans, but Watch OutHere's how to prevent your client's CPA from foiling the 5- to 10-year plan you've carefully built.
November 08, 2021
Great Resignation? Not for Older Workers, Study FindsA quarter of workers over 45 say they've pushed back their retirement or plan not to retire at all.
November 04, 2021
15 States Where Wages Grow FastestThere's a 36-percentage-point difference in wage growth between the state at the top of the list and the one at the bottom, according to Approve.com.
November 03, 2021
12 Best States for Retirement ReadinessMagnifyMoney analysts used Census data to find the states whose older residents were in the best financial shape.
November 03, 2021
Congress May Set a $2K Medicare Drug Plan Patient Spending CapThe cap is part of the Democrats' spending package battle.