Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Best Countries to Retire Abroad
By Michael S. FischerThe Global Citizen Solutions ranking considers quality of life, ease of integration and tax friendliness.
September 11, 2025
9 New Tax Threshold Estimates for 2026 Retirement PlanningThe IRS is expected to update key tax numbers for IRAs, capital gains and health care in mid-October.
September 11, 2025
12 Worst Cities for Retirement: 2025These cities are seriously lacking in areas like health care, affordability and quality of life, according to WalletHub.
September 11, 2025
How to Use Longevity Protection and Guarantees to Create Better Retirement OutcomesEnsuring that a retiree has the appropriate amount of longevity-protected income generally outweighs the specific product choice.
September 09, 2025
Pushing 60, Gen Xers Worry They'll Go Broke in RetirementMost think they'll outlive their money, and nearly half plan to work in retirement, Northwestern Mutual finds.
September 09, 2025
Altruist Wants Advisors to Ask Its New AI Tool AnythingCustodians can mobilize mountains of data to put AI to work for RIAs, CEO Jason Wenk says.
September 08, 2025
Ed Slott: How to Weigh Roth Conversions Against Trump's New Tax CutsThe long-term gain may justify the pain of losing a deduction when the conversion is made, Slott says.
September 07, 2025
Gen X Retirement Savers Need Emotional SecurityOne way to give them that is to address long-term care planning.