Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
6 Long-Term Care Bills Introduced in 2021
By Melanie WaddellOne measure would allow tax-exempt retirement plan distributions to be used to pay for long-term health care insurance.
December 07, 2021
5 RMD Bills Introduced in 2021Secure 2.0 aims to raise the RMD age to 73 starting Jan. 1, 2022, but the measure has not yet been taken up by the full House.
December 07, 2021
Stock/Bond Combo Is Best for Higher Retirement Spending: MorningstarResearcher John Rekenthaler outlines why a blended portfolio might provide a higher withdrawal rate for retirees.
December 07, 2021
3 Trends Reshaping Retirement: T. Rowe Price's BelskiDiscussing retirement in depth can no longer wait until your clients are in their pre-retirement years, says the executive.
December 07, 2021
10 Top Annuity Bills Introduced in 2021Lawmakers were busy introducing annuity-related bills this year as sales of the products were booming.
December 07, 2021
10 Top Medicare Bills Introduced in 2021Two are now law. The others could still ride the reconciliation bus through Congress.
December 06, 2021
Advisors Bullish on 2022 but See Stocks Returning to EarthMany advisors in a new survey fear for their clients in retirement and are having some tough conversations.
December 02, 2021
10 Cheapest Big Cities in the World: 2021The cheapest cities in the EIU's latest World Cost of Living index are mainly in the Middle East, Africa and poorer parts of Asia.