Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Milliman Posts Shocking Retiree Health Care Cost Forecast
By Allison BellFor people who use Medicare supplement insurance, the total might fall.
August 28, 2025
7 Tricky Social Security Tax Rules to KnowUp to 85% of clients' benefits may be subject to federal income tax if their combined income exceeds certain thresholds.
August 27, 2025
10 Most Expensive U.S. Cities to Buy a Luxury HomeFrenetic homebuying during the pandemic accelerated price growth across all tiers, Redfin research finds.
August 26, 2025
SEP IRAs vs. Solo 401(k)s: What Small-Business Owners Should KnowMany owners spend their working years focusing on growing a business, at the expense of fully funding retirement accounts.
August 25, 2025
Father of 4% Rule Shares 8 Steps to Finding the Right Retirement Spending RateToday's retirees can safely withdraw far more than 4% of their assets each year, Bill Bengen tells ThinkAdvisor.
August 22, 2025
Ed Slott: Here's the Secret to Good Tax Planning"Always pay taxes at the lowest rate — that's it," the retirement expert maintains. "It's that simple."
August 22, 2025
Proposed Social Security-Style Long-Term Care Benefit Gets High MarksProvisions of the WISH Act would dramatically improve many Americans’ retirement prospects, a Morningstar report suggests.