Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
New Platform Promises 'Near-Perfect' Social Security Planning
By John ManganaroThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 12, 2023
Top 5 States for Medicare Drug Plan Agent-Broker Comp IncreasesOne sign of strong insurer interest: The index is up about 16% in the typical state.
October 12, 2023
Jamie Hopkins: The 'Fun' New Retirement Planning Metric You Should Know"Success isn't binary and neither is your retirement," he says, summing up the buzz around a new paper.
October 12, 2023
Social Security COLA for 2024 Set at 3.2%Even with a modest COLA for 2024, it will likely be hard for retirees to keep up with inflation.
October 11, 2023
'Snowbirding' in Retirement: 10 Tax and Planning Facts to KnowOwning multiple residences comes with both potentially large benefits and important tax nuances.
October 11, 2023
Medicare Advantage vs. Original Medicare: How to Help Clients ChooseMedicare open enrollment starts Oct. 15, and retired clients have choices to make. Here's what to consider.
October 10, 2023
Try These RMD Options for 6 Common Client SituationsWhile rules for retirement accounts may be complicated, there are strategies to best organize annual withdrawals.
October 10, 2023
The Silent Discussion About Long-Term CarePortfolio strategy may be more fun, but clients need to think about this, too.