Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Secure 2.0 Is Shaping Advice to Clients: Advisors' Advice
By Dinah Wisenberg BrinThe new law is figuring into planning conversations in a variety of ways, advisors told us.
January 23, 2023
5-Year Rollover Glut Has Swelled IRA Balances: CerulliThe research group expects the Secure 2.0 Act to drive continued strong rollover activity.
January 23, 2023
Secure 2.0 Act RMD Rules Open New IRA Planning WindowTraditional and Roth IRAs can now be coordinated in some very powerful ways, but careful planning is needed.
January 19, 2023
Are 529 Plan Rollovers the New Backdoor Roth?This Secure 2.0 provision intrigues advisors, but there's some fine print, warns Ian Berger of Ed Slott and Co.
January 19, 2023
10 Cheapest Countries to Retire Abroad: 2023Some of the countries on this list from International Living may surprise you.
January 19, 2023
This Advisor Team Left a Big BD to Upgrade Its Retirement PlanningBeing an independent RIA allows Michael Leverty to do the sophisticated planning his executive clients need, he says.
January 17, 2023
CFP Board Sanctions Advisor Over Misleading YouTube Video AdThe planner claimed individuals could be "100% certain" of affording retirement in "just 3-5 years," the board said.
January 17, 2023
Top 5 States for Long-Term Care Planning IncreasesEven without Washington state, the number of clients who did something increased 13%.