Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
MassMutual Sees Crisis Hitting Younger Adults Harder
By Allison BellMillennials and Generation Z members are struggling more and supporting loved ones more.
March 23, 2021
Saving for the Future Is More Popular Than Netflix, but Many Are Still Falling Behind: SurveyOnly about a quarter of Americans 45 and older have saved enough for retirement, a Schroders survey found.
March 18, 2021
There's a New Social Security Certification in TownThe RSSA designation trains advisors on in-depth Social Security planning, including the use of software.
March 18, 2021
How the Rising RMD Age Could Affect Your ClientsOne group of retirees is particularly likely to change behavior as the RMD age rises, a study found.
March 18, 2021
Don't Forget These New Rules for RMDsThe Secure and Cares Acts brought several changes to retirement plan distributions that advisors should be aware of.
March 16, 2021
Growing Number of Americans Want to Retire Before 65: StudyBut many of them aren't saving enough to reach that goal, Hearts & Wallets found.
March 15, 2021
Investors Should Save More, Expect Higher Taxes and Diversify: J.P. MorganAdvisors should speak with pre-retirees about what spending is non-negotiable, says Chief Retirement Strategist Katherine Roy.
March 09, 2021
Is a 4% Withdrawal Rate 'Just Right'? It Depends.Morningstar's Amy Arnott and Maciej Kowara ran a simulation to see how the 4% rule stands up to current market return expectations.