Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Top Trends in Wealth Management for 2020: Aite Group
By Bernice NapachLast year brought several major developments in the industry. How will those developments play out?
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.
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.