Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Year-End Planning Tip That Has Finance Profs Talking
By Michael FinkeMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.
December 20, 2022
10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement PlanningAmong them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.
December 20, 2022
A Time for Cheer (and Social Security Scams)Increasingly, fraudsters are calling people to "verify" information about the 2023 COLA for benefit recipients.
December 20, 2022
Secure Act 2.0 Included in $1.7T Spending BillThe 4,000-plus page legislation, released early Tuesday, also contains the Registration for Indexed-Linked Annuities (or RILA) Act.
December 19, 2022
Martha Shedden Holds Out Hope for Social Security 2100 Bill, Urges Caution in ReformThe Social Security educator discusses reform proposals she's watching and myths she wishes people would stop believing.
December 19, 2022
Spending Bill Vote, Likely With Secure Act 2.0, Expected Before ChristmasSIFMA is "optimistic Congress will include several important bipartisan retirement policy changes" in the bill.
December 16, 2022
Quiz: Do You Know These Social Security Facts for 2023?Can you ace this quiz on key Social Security facts, figures and tax rules?
December 16, 2022
Medicare Advantage Managers Propose 2024 Ban on Lead SalesCMS also wants to create new agent supervision and marketing material review requirements.