Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
7 Reasons Roth Accounts Are Better for Retirement Savings: Study
By John ManganaroNew research finds retirees tend to spend down pretax accounts faster. Here's why.
March 12, 2024
Income Planning and Health: Life Expectancy Affects SavingHealthView develops forecasts to estimate how much advisors' clients will spend on health care as they age.
March 12, 2024
More IRA Mistakes Clients MakeSome missteps are relatively easy to correct; others are more serious.
March 12, 2024
Social Security 2025 COLA Estimate Jumps to 2.4%Higher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 11, 2024
What Same-Sex Couples' Different Life Spans Mean for Their Retirement PlanningJ.P. Morgan's new Guide to Retirement reveals a pitfall of relying too closely on "average" life expectancy.
March 11, 2024
Biden's 2025 Budget Continues Fight Against Mega RothsThe proposal might limit rollovers into Roth IRAs and require some IRA holders to take big distributions.
March 11, 2024
What If Your Client Already Needs Long-Term Care?Kim Beil has tips for what to do when a client already has serious health problems.
March 08, 2024
15 Biggest U.S. Mega-Donors to Charity in 2023These donors gave away $175 million or more last year, according to the Chronicle of Philanthropy.