Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Four Flexible 4% Rule Alternatives for 'Safe' Retirement Income
By John ManganaroHere are some strategies for turning a withdrawal guideline into an actual spending plan, according to Morningstar researchers.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 21, 2023
Critics Bash Social Security Windfall Elimination PoliciesIntended to prevent overly generous benefits, two program exceptions affect many multi-career workers' retirements.
November 21, 2023
Schwab System Quirk Could Create RMD Headaches for Former TD ClientsAdvisors who recently moved to Schwab should check on their clients' monthly withdrawals, an advisor warns.
November 21, 2023
How the Ramsey vs. 'Supernerds' 4% Spat Helps RetireesThe heated debate about "safe" spending in retirement shows how tough the process really is.
November 20, 2023
The 12 Worst States for Kidney DiseaseNew CDC survey results show the prevalence of this deadly, costly condition increased sharply,
November 16, 2023
Kitces: Making Retirement Portfolios Last by Managing a Key RiskA key message leaving the workforce: Conservative withdrawal rates in early retirement can mean outsize results.
November 16, 2023
UnitedHealth Faces Suit Over AI-Based Medicare Advantage Claim DenialsThe plaintiffs assert that the predictive system used to justify denials of post-acute care is too rigid.