Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Undoing RMDs Already Taken in 2020
By Roger WohlnerThere are several valid reasons why your clients might opt to repay an RMD.
June 30, 2020
Hopkins, Kitces: As SEC's Reg BI Goes Live, Worries RemainCarson Group's Jamie Hopkins voices his concerns on Reg BI and the DOL proposal intended to align with it.
June 30, 2020
Third of Retirement Investors Not Considering Effect of Taxes: NationwideAnd they're open to professional advice, particularly in light of the pandemic, the firm found.
June 25, 2020
10 Best States for RetirementBlacktower Financial Management ranked the 50 states based on five key metrics for retirement.
June 23, 2020
IRS Extends RMD Rollover Relief Under CARES ActIRS pushed the 60-day rollover period for any RMDs already taken this year to Aug. 31.
June 18, 2020
Top 401(k) Plans Ranked by Investors: J.D. Power — 2020Retirement savers need guidance now more than ever, and they're not getting it, J.D. Power finds.
June 15, 2020
SEC Chief Urges Caution on Rollovers Under Reg BIIn particular, advisors must be mindful of relaxed withdrawal rules in the CARES Act, Chairman Jay Clayton says.
June 15, 2020
Clients Born in 1960 Could Take a Big Social Security HitThis is just one likely ramification of the pandemic for Social Security, according to Wade Pfau and other retirement experts.