Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
SALT Alternative Takes Shape as Democrats Move Past Biden Plan
By Laura DavisonThe latest state and local tax deduction bill would remove today's $10,000 cap for some taxpayers and raise the limit to $60,000 for others.
February 22, 2022
15 Most Expensive States for Long-Term Care: 2021Labor shortages and the pandemic have pushed up costs of home-based and nursing home care, Genworth reports.
February 18, 2022
Early IRA Distributions Without Penalty Just Got More AttractiveNew IRS guidance gives IRA holders using this emergency cash option a chance to receive larger payments.
February 18, 2022
Bill to Cut Social Security Taxes Heads to Governor's Desk in New MexicoThe bill eliminates taxes on Social Security benefits for lower- and middle-income residents.
February 18, 2022
6 Quick Stats on How Retirees Use Medicare AdvantageMedicareGuide asked participants why these plans are popular — and why some enrollees switched to Original Medicare.
February 17, 2022
6 Best Countries for Expat Retiree Health Care: 2022International Living rated countries for medical costs, efficiency, accessibility, foreign residents' experiences and standard of care.
February 16, 2022
Older Adults' Savings Took a Beating in 2021: StudyA survey of 1,131 older adults found that almost 60% had lost more than 10% of their savings in 2021.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.