Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Debate: Should QCDs Be Allowed From 401(k)s?
By Robert Bloink and William H. ByrnesUnder current rules, those distributions are available only if they are transferred from an IRA to a qualifying charity.
May 19, 2026
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How to Keep Client Couples' Simultaneous Retirements From Going WrongCouples who leave the workforce at the same time may be surprised when expectations don't meet reality.
May 18, 2026
Long-Term Care Claimant Was Working Full Time in Demolition, Transamerica SaysInvestigators watched the man walk into an Apple store and shop alone for 30 minutes at Costco.
May 18, 2026
How Advisors Can Help Military Retirees Navigate Post-Service LifeThese clients face tax and retirement planning issues tied to their military benefits.
May 18, 2026
12 Best States for Military Retirees: 2026Considerations in transitioning to civilian life include economic environment, quality of life and healthcare, WalletHub reports.
May 15, 2026
When Clients Start an 'Encore Career' in RetirementThere are tax implications of starting a new business later in life instead of slowing down, experts say.
May 15, 2026
How Merrill Advisors Help Rich Families With Wealth TransfersAdvisors have a crucial role in these sometimes-messy conversations, Merrill Center for Family Wealth head Valerie Galinskaya says.
May 14, 2026
Social Security Wasted Money Chasing Small Overpayments, Watchdog FindsThe agency spent approximately $4.6 million to recover about $2.6 million, its inspector general estimated.