Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Is a Social Security Lump Sum Right for Your Client?
By ThinkAdvisor StaffA big check now can come with reduced benefits later. But in certain client situations, there's no downside.
September 08, 2026
6 Steps to Help 401(k) Millionaires Keep Their Nest Egg: MorningstarRetirement-account millions require careful attention for clients to maintain their wealth, a CPA explains.
September 08, 2026
Protecting Dolly Parton's Estate From Tax Shocks, Conflict and AIEstate planning attorney Nolan James walks advisors through what it takes to preserve a complex legacy.
September 04, 2026
PRO
A Retiree With $5 Million Lived on $100,000 a Year. Here's What Changed.Advisor Charley Corbett helped the retired executive fill crucial planning gaps so she could enjoy her wealth.
September 02, 2026
Clients Who Claim Social Security Early Miss a Big Chance to Cut RMDsUsing a "bridge" strategy to delay claiming is more tax-efficient in the long term, NARSSA President Martha Shedden says.
September 02, 2026
PRO
Illness Can Wipe Out Retirement Savings, Unless Advisors Help Clients Plan AheadPreventive steps, expert say, can include long-term disability coverage and critical illness insurance.
September 01, 2026
PRO
How Adult Children Affect Gray Marriage Estate PlanningBrett Hina, of Cornerstone Private Wealth, helped an older couple entering marriage redefine the meaning of "fair."
September 01, 2026
Special Needs Plans Are Driving Medicare Advantage GrowthThe hot plans on the menu right now are the ones with a narrow focus.