Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
HHS May End Medicare Advice, Elder Rights and Respite Care Programs
By Allison BellThe department is trying to reorganize and streamline its operations, reduce headcount and cut spending.
April 15, 2025
6 Reasons ‘Annuity’ Is No Longer a Dirty WordThe ways advisors and investors access, use and pay for annuities are evolving, and inflation creates new urgency.
April 14, 2025
Why Retirement Savers’ ‘Magic Number’ Dropped $200K This YearLower inflation isn’t the only reason people are feeling (marginally) more confident about retirement.
April 14, 2025
New Bill Allows Charitable IRA Rollovers to Donor-Advised FundsThe bill would help advisors and clients make better use of a "vastly underutilized" planning tool, analyst Jeff Bush says.
April 14, 2025
Combination Long-Term Care Products Have Taken OverClients spoke, and the carriers listened.
April 09, 2025
T. Rowe Price Rolls Out Social Security Analyzer for AdvisorsThe tool allows financial professionals to provide side-by-side comparisons among various claiming strategies.
April 09, 2025
Debate: Was Ending RMDs on Roth 401(k)s a Bad Idea?The Secure 2.0 Act change aligned the accounts with Roth IRAs. But at what cost?
April 09, 2025
Lawmaker Stumps for Long-Term Care Program BillThe bill would provide lifetime LTC benefits after an elimination period of one to five years.