Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Fine-Tune Your Client's Social Security Claiming Strategy
By Marcia MantellA pre-retiree presented three scenarios for claiming spousal benefits. He understood most of the rules, but the devil's in the details.
June 29, 2021
Trendspotter: Reverse Mortgages Help Retirees Capitalize on Their Biggest AssetDemand for these products, which once had a bad reputation, spiked during the pandemic, a professor says.
June 29, 2021
Why Annuities Work Like a 'License to Spend' in RetirementRetirees spend more if they hold their wealth as guaranteed income, and not as investments, as they age.
June 25, 2021
Most Americans in Financial Recovery Mode: SurveyBut most of them expect their finances to recover fully from the pandemic, Northwestern Mutual found.
June 25, 2021
401(k) Investors' Appetite for Financial Advice GrowsFifty-three percent of 401(k) plan participants expect to achieve their retirement goals, Schwab's annual survey found.
June 24, 2021
Wait Till 70 for Social Security? No Way, Say Most Americans: SurveySchroders surveyed pre- and post-retirees 45 and older and found that only 10% planned to wait until 70 to claim benefits.
June 24, 2021
Secure Act 2.0 Is Popular, but Not Perfect, Retirement Experts SayA politically diverse array of retirement wonks testified in Congress about provisions they wish the bill had, or didn't have.
June 22, 2021
IRA Rollovers Hit Record Pace, Still Accelerating: StudyFinancial advisors are the biggest influencers in rollover decisions, according to the Secure Retirement Institute.