Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Annuity Tax Facts You Should Know
By Robert Bloink | William H. ByrnesWhat's the tax treatment for an annuity with a long-term care rider? Find answer to this and other key tax questions.
December 16, 2019
HSA Minimum Cash Balances Come With an Unseen PriceThe author wants HSA providers to unshackle the account owners' cash.
December 04, 2019
Life Groups Back Quick Adoption of State Regulators' Sales Standards ProposalTwo consumer groups say the current NAIC draft is weaker than the SEC's Regulation BI standard.
December 03, 2019
Galvin Goes After Metals.comSix Massachusetts residents got swindled out of retirement funds, the securities regulator says.
November 25, 2019
Do State Auto-IRA Programs Work? Here Are the Latest FindingsOregon was the first state to set up an auto-IRA program to for employees without a retirement plan. Here's what they found in year two.
November 25, 2019
Buttigieg Proposes Public 401(k) OptionThe Democratic presidential candidate would also create a benefit to help seniors pay for long-term care.
November 20, 2019
4 Common Questions About Reverse MortgagesThese questions are most frequently asked by advisors and some clients about the basic rules of reverse mortgages.
November 20, 2019
5 Ways Reverse Mortgages Pay You MoneyOne positive of reverse mortgages is that the payouts are not taxable because they are considered a loan.