Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How HSAs Can Help Your Clients Save for Retirement
By Roger WohlnerThe unique tax treatment of HSAs makes them a good way for clients to save for health costs Medicare doesn't cover.
November 18, 2021
David Blanchett: More Retirees Are Shunning RolloversMore retirees are keeping assets in workplace plans longer, and that has implications for advisors, Blanchett says.
November 17, 2021
Marcia Mantell: Social Security, Medicare and What Advisors Need to KnowThe retirement expert discusses key statistics to watch and provides a glimpse into how she happily takes her work home.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 16, 2021
The 4% Rule Is Dead: New Morningstar StudyHere's how much most retirees can spend safely and how advisors can create an individualized plan, according to new research.
November 12, 2021
The Big Retirement Risk Michael Finke Is Seeing NowThe American College professor talks about the datapoint that's flashing a warning to retirees and what advisors should do.
November 10, 2021
How to Protect Portfolios When Inflation Hits: Advisors' AdviceThe October CPI data shows 6.2% inflation over past 12 months. How are advisors protecting client investments?
November 09, 2021
How and Why to Use Roth IRAs in Estate PlanningThe Secure Act has made Roth IRAs more valuable as a tax-efficient way to pass assets to heirs.