Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Pass Down an IRA
By Roger WohlnerEstate planning rules around IRAs have changed in the past few years. Here's what to know.
A Conversation with The Sandidge Group Principal, James Sandidge
ThinkAdvisor, sponsored by Jackson National Life Insurance Company
May 10, 2024
Americans Worry About Retirement Savings Shortfall: SurveyConcerns include Inflation, health care costs, a major market downturn and outliving assets, Schroders research found.
May 09, 2024
World's Top 15 Cities for Millionaires: 2024The number of millionaires in New York rose 48% in a decade; in Beijing, it nearly doubled.
May 08, 2024
The DOL Retirement Security Rule Promotes a Narrow WorldviewInvestment advisors are not the only financial professionals with views worth considering, the author says.
May 07, 2024
Medicare Posts $12B Loss for 2023In 2048, the program might have to cut inpatient benefits to 81% of what was promised.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 06, 2024
8 Trends in the Art MarketA recent Bank of America report provides some talking points for advisors helping clients navigate this alternative investment.
May 06, 2024
15 Cheapest States for Nursing Home Care: 2024The average annual cost is under six figures in only a dozen states, Genworth's Cost of Care Survey finds.