Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 New Stats on How 5M Americans Save for Retirement: Vanguard
By John ManganaroAccess to professional financial advisors and automated plan designs are boosting workers' wealth accumulation.
June 23, 2025
Medicare Posts $11.2B Operating Profit for 2024The inpatient hospitalization program can still pay 89% of promised benefits if its trust fund runs dry.
June 20, 2025
Should These Clients Buy an Annuity? Two Case StudiesWhile not a fit for all clients, annuities can help address several common retirement planning concerns.
June 18, 2025
8 Flaws to Watch For in IRA Conversion ToolsThe designer of a new Roth conversion analyzer says existing tools fall far short of their intended purpose.
June 18, 2025
Trust as IRA Beneficiary? Avoid These MistakesThis structrure increases the complexities already in place when IRA funds pass upon the original account owner’s death.
June 18, 2025
12 Worst State Economies: 2025Factors working against these areas include high foreclosure rates and low innovation potential, WalletHub finds.
June 18, 2025
New Social Security Trustees Report Raises Fresh AlarmSignificant benefit cuts are expected in 2034, but experts say Congress still has time to fix the imbalance.
June 17, 2025
One Move to Ensure ‘Pretty Good’ Lifetime Incomes: NBERWhile workplace retirement savers can opt into annuity investments, the picture brightens when that's automatic.