Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
California State Lawmaker Tries to Keep Insurance Legislators Talking
By Allison BellNCOIL President Ken Cooley could influence how the Golden State addresses long-term care financing.
July 14, 2022
Debate: Should Pension Participants Accept Lump-Sum Buyouts Now?Two professors discuss the merits of accepting a buyout offer in lieu of receiving traditional pension benefits.
July 13, 2022
Secure Act 2.0: How the House and Senate Bills Compare in 5 Key AreasIan Berger of Ed Slott & Co. lays out several differences between the House-passed bill and the Senate EARN Act bill.
July 12, 2022
30% of Advisors Changed Their Retirement Plans Due to Pandemic: AmeripriseAmeriprise also asked advisors to name their most pressing challenges.
July 12, 2022
Clients' Universal Life Policies Might Contain a Retirement Planning BoostMilliman found that about half of new traditional individual universal life policies sold come with long-term care riders.
July 12, 2022
Married Women Lost Most of Their Retirement Income Edge: StudyMeanwhile, never-married women's expected earnings replacement rate has increased, Alicia Munnell and colleagues say.
July 11, 2022
Life Application Activity Loses COVID-Era LusterActivity levels for consumers ages 71 and older remain strong.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.