Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
What Are Taxes on a Lump Sum Payout of an Annuity?
By Tax Facts OnlineFind out the tax consequences when an annuity owner takes the lifetime maturity proceeds or cash surrender value in a lump sum cash payment.
March 31, 2017
CBO: Social Security, Medicare to Eat Up More Federal SpendingEntitlement spending for people 65 and older is on track to be about half of all federal noninterest spending by 2047, the CBO says.
March 30, 2017
Senate Moves to Block Retirement Plans Run by States, CitiesThe action follows resolutions passed in the House to roll back what GOP lawmakers say are "misguided" Obama-era rules.
March 30, 2017
FINRA to Protect Senior Investors With 2 New RulesFINRA says temporary holds and extra contact information are critical to preventing financial abuse.
March 28, 2017
IRS Issues Excise Tax Relief Related to DOL Fiduciary RuleThe guidance syncs IRS enforcement of excise tax rules on prohibited transactions with DOL's temporary enforcement policy.
March 27, 2017
12 Worst Financial Advisors in America: 2016Oh, the web those scammers weave to get a fast buck. Here are some of the dirtier dozen from 2016.
March 24, 2017
Advising Clients on Social Security: Talking Points, Part 5This fifth and final installment will discuss Social Security provisions relating to public employees along with the taxation of Social Security benefits.
March 24, 2017
How to Achieve Financial Wellness? Use Programs Repeatedly, Run Retirement ProjectionsThese are the key findings from Financial Finesse's 2016 Year in Review report.