Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
What Pre-Retirees Worry About as Retirement Approaches
By Michael S. FischerMost retirees are worried about how they are going to combine their various income streams, Schwab reports.
January 29, 2020
10 Investment Income Tax Questions, AnsweredHow the tax affects retirement income, Roth IRA conversions, capital gains and more.
January 27, 2020
Help Clients Predict Health Care Expenses in RetirementAdvisors can provide clients with their desired combination of self-directed and advisor-directed resources to improve the planning process.
January 24, 2020
Is a Rollover Right for Your Client? 5 Factors to ConsiderAdvisors can't be fiduciaries if they recommend rollovers to every client in every case.
January 16, 2020
12 Worst States for Retirement: 2020These states ranked lowest for retirement on quality of life, affordability and health care.
January 14, 2020
12 Best States for Retirement: 2020WalletHub ranked the 50 states according to their retirement friendliness, using 47 relevant metrics.
January 14, 2020
Secure Act's 401(k) Annuity Options: The Pros and ConsMore clients are likely to see an annuity option in their 401(k) plans soon, so it's important they're informed.
January 10, 2020
Should Clients Take a Lump-Sum Social Security Payment?We asked advisors what clients should know about this option, available to retirees who claim benefits after full retirement age.