Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
A Drastic Move to Save Big on Roth Conversions
By Robert Bloink and William H. ByrnesMoving to Florida can lessen the tax hit of this RMD-reduction strategy, but it comes with other costs.
August 12, 2026
For a Successful Gray Marriage, Plan for the End at the Beginning"Young couples think love will conquer all," an attorney says, "but gray couples realize careful planning conquers all."
August 11, 2026
PRO
How UHNW Clients Can Brace for a Potential California Wealth TaxAdvisors offer guidance on what to do if a one-time 5% wealth tax passes.
August 11, 2026
When Older Clients Remarry, Prepare for These Planning ChallengesMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 10, 2026
10 Hottest Luxury Neighborhoods: 2026Even in a buyers' market, strong demand outpaces supply in many high-end locations, Redfin finds.
August 07, 2026
6 IRA Mistakes to AvoidThese accounts come with tax implications and some planning strategies your clients might not know about.
August 07, 2026
PRO
How Husbands' Early Social Security Claims Can Put Widows at RiskCouples who time their claims without considering survivor benefits are "asking the wrong question," an advisor says.
August 06, 2026
Debate: Should Biden-Era Medicare Drug Subsidies End Early?The Centers for Medicare and Medicaid Services is eliminating Part D plan spending caps effective Dec. 31.