Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
6 Reasons ‘Annuity’ Is No Longer a Dirty Word
By John ManganaroThe ways advisors and investors access, use and pay for annuities are evolving, and inflation creates new urgency.
April 14, 2025
Combination Long-Term Care Products Have Taken OverClients spoke, and the carriers listened.
April 09, 2025
T. Rowe Price Rolls Out Social Security Analyzer for AdvisorsThe tool allows financial professionals to provide side-by-side comparisons among various claiming strategies.
April 09, 2025
Debate: Was Ending RMDs on Roth 401(k)s a Bad Idea?The Secure 2.0 Act change aligned the accounts with Roth IRAs. But at what cost?
April 09, 2025
Lawmaker Stumps for Long-Term Care Program BillThe bill would provide lifetime LTC benefits after an elimination period of one to five years.
April 08, 2025
Q4 Claim Spike Increases 2026 Medicare Advantage SubsidiesPlans will get more federal financial support because older clients used more health care.
April 08, 2025
AARP Demands Answers on Social Security Website Outages, Call Hang-UpsThe site is "crashing repeatedly" as field offices are overwhelmed with worried seniors, the retiree group says.
April 08, 2025
This Emerging Planning Technique Is Tailor-Made for Worried RetireesTo give clients peace of mind, stress-test their portfolio against a past market crisis, Derek Tharp suggests.