Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Debate: Will Taxpayers Benefit From Medicare's New Prescription Payment Plan?
By Robert Bloink | William H. ByrnesThe voluntary program allows those with Part D drug coverage to spread costs over the entire year.
October 18, 2024
Are Boomers Hoarding Wealth From Their Millennial Children?A lack of communication about money between generations carries emotional and financial risks. Advisors can help.
October 16, 2024
Why Monte Carlo Is 'Pretty Terrible' for Analyzing AnnuitiesTraditional statistical analyses fall short in showing how annuities affect financial plans, Derek Tharp says.
October 16, 2024
Tax-Smart Portfolio Moves for the End of 2024It's been an interesting year in the markets, and the activity will likely play into year-end tax planning.
October 16, 2024
XYPN Unveils 'New Path to Independence' via Corporate RIA, With a TwistThe Sapphire offering differs from other corporate RIAs in key ways, co-founders Michael Kitces and Alan Moore say.
October 15, 2024
Commonwealth Rolls Out Tax Planning, Efficiency Tools for AdvisorsWayne Bloom says he likes to think of Commonwealth as a time merchant for advisors.
October 14, 2024
The 2025 Social Security COLA Is Out. Here Are More Numbers You Need to Know.The annual COLA tends to get the most attention, but the SSA has made other key updates.
October 14, 2024
Jeff Levine Joins Tax Planning Faculty at American CollegeLevine will help advisors meet client demand for tax-informed planning.