Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security Claiming: The Case of the Middle-Earning Widower
By John ManganaroVarious claiming strategies exist for mid- to high earners who have access to a survivor benefit.
January 15, 2025
Generation X Thinks About Retiring Between the Rock and the Hard PlaceAllianz Life has data on why near retirees yearn for annuities with a potential for growth, protection and a pony.
January 14, 2025
Prudential Joins Effort to Sell New Way to Tap Retirement AssetsThe company is teaming up with FIDx and DFA to create an "insurance overlay" for the assets clients already have.
January 14, 2025
FP Alpha Releases Standalone Tax ServiceThe offering helps advisors optimize charitable giving, Roth conversions and other tax strategies.
January 13, 2025
Carson Group Acquires Tax-Focused Team, Names Chief Tax StrategistAcquiring Taylor Financial Group will allow Carson Group advisors to better manage clients' complex tax scenarios.
January 10, 2025
Social Security Has Problems, but It’s No Ponzi SchemeThe label is both inaccurate and misleading, according to Jason Fichtner, a former SSA official.
January 09, 2025
With 'Front Row Seat' to LA Wildfires, StreetCred Launches FundraiserThe PR firm's GoFundMe aims to raise $10,000 for a community foundation.
January 08, 2025
Early IRA and 401(k) Withdrawals: What to KnowClients who wants to tap retirement accounts before age 59.5 should know the rules — and the exceptions.