Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
What 4% Rule? Morningstar Has a New Number
By John ManganaroThe research firm adjusts its suggested fixed retirement withdrawal rate in its new State of Retirement Income report.
December 12, 2024
Nearly Half of Gen Xers Have Done No Retirement Planning: SurveyJust 14% of Americans between 44 and 59 say their savings are on track, according to Schroders’ research.
December 11, 2024
Year-End RMDs and the QCD Workaround StrategyQualified charitable distributions can help clients reduce tax liability, but there are pitfalls to avoid.
December 11, 2024
7 New Findings on How Millennials, Gen Xers Want to Transfer WealthYounger generations expect to do things differently, a new Schwab survey shows.
December 11, 2024
Long-Term Care Hybrids Help Stand-Alone Policy Sales, Executive SaysKen Latus, the head of Northwestern Mutual's LTC subsidiary, sees some clients using multiple products.
December 10, 2024
12 Merry Retirement Facts for 2024Scary stats about the state of retirement planning abound, but the news isn't all bad.
December 09, 2024
With $124 Trillion Set to Transfer Through 2048, Are Wealth Managers Ready?Heirs are already receiving around $2.5 trillion annually, Cerulli finds.
December 06, 2024
Choreo Launches Automatic Tax Assessment and Management ToolAmong the features, developed with Smartleaf, are strategic tax-loss harvesting and after-tax performance analysis.