Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
T. Rowe Price Rolls Out Social Security Analyzer for Advisors
By John ManganaroThe tool allows financial professionals to provide side-by-side comparisons among various claiming strategies.
April 08, 2025
Q4 Claim Spike Increases 2026 Medicare Advantage SubsidiesPlans will get more federal financial support because older clients used more health care.
April 08, 2025
AARP Demands Answers on Social Security Website Outages, Call Hang-UpsThe site is "crashing repeatedly" as field offices are overwhelmed with worried seniors, the retiree group says.
April 08, 2025
This Emerging Planning Technique Is Tailor-Made for Worried RetireesTo give clients peace of mind, stress-test their portfolio against a past market crisis, Derek Tharp suggests.
April 07, 2025
Why the Best Tariff Trade Might Be a Roth ConversionClients with tech stocks in their IRAs have an interesting opportunity now, Carson Group’s Debra Taylor says.
April 07, 2025
Instead of Timing the Market, Do This: Pfau, MurguiaNow is not the time for panic selling, especially for those near retirement, the income planning experts say.
April 03, 2025
Did Raising the RMD Age Hurt Retirees?IRA and Roth 401(k) savers who aren't required to take distributions often don't, leading to potential underspending.
April 03, 2025
How Clients Near Retirement Can Deal With Tariff ShockThe good news: It's a good time to lock in higher interest rates, Belmont Advisors' CEO says.