Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
New IRS Life Expectancy Tables Mean Lower RMDs in 2022
By Ginger Szala"Some advisors may have forgotten that such a change was even possible," Natalie Choate writes at Morningstar.
January 10, 2022
Tax Court Decision Shows Pitfalls of Self-Directed IRAsWhile a checkbook control IRA can give the account owner more control over retirement investments, serious negative tax consequences can result.
January 10, 2022
Investors Bracing for Volatility, Inflation in 2022Sixty-four percent of participants said their income is not keeping up with expenses, an Allianz Life study found.
January 05, 2022
8 Things Advisors Should Know About Risk-Based Retirement Income GuardrailsThey combine the best parts of other spending strategies, according to Derek Tharp of Kitces.com.
January 05, 2022
17 Best Countries for Retirement Abroad: 2022International Living ranks the 25 countries in its index across 10 categories each year.
January 04, 2022
The Hidden Hazards of Taking a Social Security Lump SumA client's plan to work six months after full retirement age and then collect a big payment could have consequences.
December 29, 2021
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael CrookWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 29, 2021
Why Advisors Need to Be 'Like a Quarterback': Ken DychtwaldPeople want their advisor "to get them thinking, talking and planning so they can have secure and satisfying longevity," says the Age Wave CEO.