Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Secure Act's 401(k) Annuity Options: The Pros and Cons
By William H. Byrnes | Robert BloinkMore clients are likely to see an annuity option in their 401(k) plans soon, so it's important they're informed.
January 09, 2020
Investors Near Retirement Are Nervous About Economy, Volatility: SurveyPersonal Capital and Kiplinger asked investors how they would handle a market downturn.
January 08, 2020
Secure Act's MEP Changes Are a Game Changer for 2020The Secure Act fundamentally changed the nature of MEPs and needs to be examined for its impact on clients.
January 08, 2020
Secure Act Forcing Shift in IRA PlanningClients should be made aware of the changes so that they can modify both their savings and withdrawal strategies.
January 07, 2020
Secure Act Quirk Opens a Tax Savings Window in IRAsPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
January 03, 2020
3 Stretch IRA Alternatives for Estate PlanningThe Secure Act puts the kibosh on most IRA stretches. Consider these strategies instead.
January 03, 2020
Alicia Munnell's Social Security Bridge v. Annuities Income Planning SmackdownMunnell contends that, for typical retirement savers, putting off the Social Security benefits start date will be critical.
January 02, 2020
10 Best Foreign Countries for Retirement: 2020International Living ranked the countries based on costs, quality-of-life data and their staff's experiences.