Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
15 Most Expensive Cities for a High-End Lifestyle
By Michael S. FischerJulius Baer tracked 12 consumer goods and eight services to gauge the cost of "living well."
July 22, 2024
10 Most Affordable Beach Towns for RetireesRealtor.com picked these coastal towns based on housing prices and popularity with residents 55 and older.
July 19, 2024
What to Know Now About IRS' Final RMD Regs: Jeff LevineAdvisors have a lot of catching up to do in the weeks ahead, the CPA and "planning nerd" says.
July 19, 2024
New Final IRS Regs Affect Where Annuities Fit in RMDsThe regulations also affect how the Secure 2.0 income annuity provisions work.
July 19, 2024
IRS Releases Final RMD Regs on 10-Year RuleThe final rules make "retirement accounts (even more) insanely complicated," said Ben Henry-Moreland of Kitces.com.
July 18, 2024
Most Americans Think There's a 'Retirement Crisis' — But Not for ThemselvesIn a new survey, many said the U.S. was facing a crisis while also feeling OK about their own situations.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 17, 2024
Primerica Move Raises Questions About Medicare Market StabilityThe company is giving up a newly acquired health arm partly due to "an uncertain regulatory environment."