Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
JPMorgan Jumps Into 401(k) Annuity Market
By Allison BellThe bank is looking to offer target-date funds with annuitization features, including options from Equitable and Prudential.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 14, 2024
Social Security COLA Estimate for 2025 Drops to 2.6% as Inflation FallsIn July, the lowest 12-month inflation since 2021 pushed down the projected retirement benefit increase for next year.
August 13, 2024
12 Most Livable States: 2024WalletHub ranked the states on factors like affordabilty, safety and quality of life.
August 12, 2024
12 Worst States for Health Care: 2024These states are weak in critical areas like affordability, giving clients easy access to a range of doctors and insurance options, and outcomes.
August 12, 2024
House Bill Could Create an Unlimited LTCI Premium DeductionTo fund this tax reform, the bill would repeal some tax incentives tied to less polluting, more efficient energy use.
August 09, 2024
Portfolio Strategy Zooms In on Buffett's Market TacticsThe technique also aims to complement traditional bucket strategies and partial annuitization to address sequence risk.
August 09, 2024
Here's How Much Retiring Clients Can Expect to Pay for Health Care: FidelityThe number, up 4.8% from 2023, is a chance to get clients thinking about Medicare enrollment.