Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Retirement Age and Social Security Claiming Age Are Related
By David BlanchettThe claiming decision is strongly tied to the age at which someone retires, especially for younger retirement ages.
December 16, 2024
Could a Term-Limited Trump Finally ‘Fix’ Social Security?Term-limited politicians have more room to act on controversial topics, former SSA economist Jason Fichtner says.
December 13, 2024
Slott, Levine: Here's What Happens to the HSA When a Client DiesSpouses have more flexibility than other inheritors with respect to these accounts, the retirement and tax experts say.
December 13, 2024
These Tax Policies Are Ripe for Change in 2025Professors Bloink and Byrnes dissect the realities of Trump's tax promises and some potential means of paying for them.
December 13, 2024
10 Worst Cities for Property TaxesHere's where homeowners pay the most, relative to their home values, according to SmartAsset, which examined 342 cities.
December 12, 2024
What 4% Rule? Morningstar Has a New NumberThe research firm adjusts its suggested fixed retirement withdrawal rate in its new State of Retirement Income report.
December 12, 2024
Hightower Stakes $800M Denver Wealth FirmFamily-run Dechtman Wealth Management is the sixth strategic investment for the financial planning firm in 2024.
December 12, 2024
Senate OKs Bipartisan Bill That Might Help Older Clients With TechOlder Americans Act reauthorization passed unanimously, and President Biden has just signed a dementia data bill.