Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Bill Advancing in Congress Creates Senior Fraud Task Force at SEC
By Melanie WaddellThe Senior Security Act passed the House Financial Services Committee and would help strengthen protections against financial predators.
May 31, 2025
4 New Medicare Changes for CaregiversTelling an eligible caregiver client about these features could make a tough road a little easier.
May 30, 2025
8 Questions to Ask Before Making a Roth ConversionWhile this strategy can be a powerful savings booster, care must be taken to avoid unintended consequences.
May 29, 2025
How to Make the Most of RMDsFor clients with more complex financial situations, logistical issues surround when and how the distributions are taken.
May 29, 2025
Baby Boomers Might Be Fragile, Economist WarnsNicholas Reynolds says people born after 1947 have lower earnings and higher mortality than their elders.
May 29, 2025
Social Security Analysts Step Up as Program Faces Political AttacksMartha Shedden says NARSSA's recent recognition by AARP shows the importance of the organization's work.
May 28, 2025
'A Mortgage for Your 401(k)': Advisors See Peril, and Promise, in New OfferingA platform enabling leverage in retirement accounts has left many advisors skeptical, while others see a potential role.
May 28, 2025
12 U.S. Cities With the Highest Average Retirement IncomeThis SmartAsset ranking includes both Social Security benefits and assets from accounts like 401(k)s and IRAs.