Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
8 Reasons to Avoid a Roth Conversion
By John ManganaroWhile generally a useful and popular strategy, Roth conversions aren't always appropriate, Ed Slott and Jeff Levine say.
April 17, 2023
12 U.S. Cities Where the 'New $100K' Is $200K or MoreA $100,000 salary isn't enough to be financially "comfortable" in many places, SmartAsset finds.
April 14, 2023
Rising Costs Eating Into Retirement Savings: CFP Board PollA new survey finds 21% of consumers pushed back retirement because of rising costs.
April 13, 2023
12 Top Medicare Bills in Congress NowSome could have a direct effect on the medical bills of your clients over the next few years.
April 13, 2023
Medicare Chief Is Crafting Drug-Price NegotiationsA top Biden administration official is speaking directly with pharma executives to begin hammering out details of the new policy.
April 13, 2023
Health Insurers Post High Medigap Enrollee Satisfaction FiguresOne private broker says that customer satisfaction levels with their Medigap policies and Medicare Advantage plans were similar.
April 13, 2023
Florida Man Sold Medicare Enrollee ID Numbers for 12 Cents EachThe data broker was sentenced to 41 months in prison. The BIN suppliers may still be in business.
April 12, 2023
Fresh Inflation Data Suggests 2024 Social Security COLA Could Fall Well Below 3%Another month of significant cooling in the CPI-W suggests a modest Social Security cost-of-living adjustment is in store next year.