Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Investors Should Add 5-8 Year 'Cushion' to Retirement Plan: Morningstar
By Greg LandMany people live longer than they think and are in danger of running out of money, a study finds.
August 18, 2020
12 States Where $500K in Retirement Savings Lasts LongestHow long will your clients' retirement savings last? It depends, in large part, on where they retire.
August 14, 2020
IRS Gives Families More Time to Get Their $500-Per-Child Stimulus PaymentsThe agency is trying to correct for glitches that prevented some families from collecting the payment.
August 12, 2020
12 Cheapest U.S. Cities for a Comfortable RetirementIn these cities, retirees can enjoy a high quality of life for less than $1,500 a month, according to GoBankingRates.
August 11, 2020
Put Those RMDs Back. Now.While there are exceptions, taking advantage of the chance to return 2020 RMDs can create outsize tax savings for many clients. But the deadline is fast approaching.
August 10, 2020
Do Investors Really Understand the 5 Risks of Retirement?A researcher examines if adults over 50 rank the five types of financial risks the same way the empirical evidence says they should.
August 09, 2020
8 Reasons to Rethink Your Approach to Retirement PlanningDPL Financial Services' annual study shows some of the disconnects between accumulation and distribution tactics.
August 04, 2020
Older Americans Coping Better With Pandemic Than Younger Ones: Age WaveOlder people "show more resilience and emotional intelligence and fortitude than any other generation," Age Wave's Ken Dychtwald says.