Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Would a Higher Social Security Claiming Age Boost the Economy?
By John ManganaroProjections show that one of the program's trust funds will run out of reserves by 2033, which would result in an immediate 23% benefit cut.
July 27, 2023
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.After creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 27, 2023
Why the Home Care Maze Could Get SimplerChar Hu, a biophysicist, took on a really hard problem: helping families find services.
July 27, 2023
Why a 2024 Social Security COLA Under 4% Would Be Good News: MunnellThis would be much lower than previous years but reflects the fact that inflation is finally moderating.
July 25, 2023
Medicare Advantage Plans Face More Budget PressureA group says Congress could save that by correcting enrollee health scores.
July 25, 2023
5 Reasons to Pause Social Security BenefitsThere are a few reasons why a client could benefit from a "do-over" on claiming their benefit.
July 25, 2023
Prudential Picks Somerset Re to Reinsure $12.5B in Life PoliciesPrudential said it will continue to service the policies.
July 25, 2023
Debate: Will 2023 RMD Relief Come Back to Haunt IRA Beneficiaries?Some IRA beneficiaries may actually face higher total tax liability, one of our Tax Facts experts argues.