Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Secure Act Forcing Shift in IRA Planning
By William H. Byrnes | Robert BloinkClients should be made aware of the changes so that they can modify both their savings and withdrawal strategies.
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.
December 31, 2019
Don't Forget: Your Clients' Social Security Benefits Are TaxedMany recipients are subject to taxation of their benefits because they were never indexed to inflation.
December 21, 2019
Trump Signs Secure Act Into Law With Spending BillAlong with retirement planning changes, the law allows 529 plans to be used to repay college loans.
December 19, 2019
Senate Passes Secure Act With Spending BillTrump is expected to sign it into law Friday; Andy Friedman notes some less-noticed aspects of the bill.
December 18, 2019
10 Annuity Tax Facts You Should KnowWhat's the tax treatment for an annuity with a long-term care rider? Find answer to this and other key tax questions.
December 18, 2019
New Schwab Tool Helps Investors Withdraw Retirement IncomeSchwab Intelligent Income is intended to help investors handle the financial transition to retirement.