Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Ed Slott: Year-End Tax Planning Dos and Don'ts
By Melanie WaddellTake advantage of historically low tax rates to reduce your clients' IRA balances, the IRA and tax expert says.
December 10, 2025
12 Cities Where Property Taxes Hit HardestResidents pay between 5.5% and 9.8% of their income in these cities, SmartAsset reports.
December 09, 2025
How Concerned Should Advisors Be About Social Security Cuts? Very.It's not too early to discuss what a depleted trust fund in 2033 would mean for clients.
December 09, 2025
Most Retirees Have Put Off Their 2025 RMDs: FidelityFidelity says 53% of clients who need to take distributions this year hadn't done so as of Nov. 30.
December 09, 2025
Wealth Managers Add Services, and Fees, to Meet UHNW Demand: CerulliFirms are adding nontraditional offerings along with business and foundation planning, new research finds.
December 09, 2025
The Retirement Tax Reality Roth 401(k) Savers OverlookA common oversight can lead to mistaken assumptions about tax rates in retirement, advisor Cody Garrett warns.
December 08, 2025
Wealthy Clients Also Have Medicare Knowledge GapsA plan operations specialist looks at what even people who know plenty might miss.
December 08, 2025
12 Merry Retirement Statistics for 2025Let the days be as bright as these facts about Americans’ preparedness for life after working.