Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
QCDs: The Details Tax-Savvy Advisors Should Know
By Roger WohlnerThis distribution strategy allows charitably minded clients to reduce RMDs, but it's important to avoid timing and reporting mistakes.
August 27, 2026
PRO
Affluent Clients Need a Reality Check on Long-Term Care CostsIndustry data whisperer Lily Vittayarukskul looks at the story "statewide average cost" tables don't tell.
August 27, 2026
9 Must-Know IRS Moves in 2026It's been a busy year for tax planning rules and guidance so far, and more is on the way.
August 27, 2026
PRO
Selling Your RIA to Private Equity Without RegretsTalk to multiple firms, do your homework and prepare for a mindset shift, Allworth Financial co-founder Scott Hanson advises.
August 25, 2026
12 Cheapest States to Live ComfortablyHere's where it takes the lowest annual salary to afford necessities and extras while saving for retirement.
August 24, 2026
PRO
When Newlyweds Discover They're Not Financially EqualThe wife, 65, had four times the retirement assets of the husband, 75. Here's how advisor Erin O'Brien helped make it work.
August 21, 2026
Americans Without Children Are Less Confident About Retirement Prospects: SurveyCurrent expenses and rising costs are top of mind for those without offspring, Allianz Life reports.
August 20, 2026
Best & Worst Medicare Advantage Plans in 12 States: JD Power, 2026Overall customer satisfaction fell 12 points from 2025, the research group found.